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United Capital Financial Advisors’s Genesis Energy GEL Stock Holding History

United Capital Financial Advisors’s Portfolio GEL Stock Details GEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-12,758
Closed -$414K – 1288
2017
Q1 		$414K Sell
12,758
-10,803
-46% -$375K ﹤0.01% 958
2016
Q4 		$849K Sell
23,561
-11,317
-32% -$395K 0.01% 790
2016
Q3 		$1.32M Buy
34,878
+9,124
+35% +$334K 0.01% 702
2016
Q2 		$979K Buy
25,754
+508
+2% +$17.8K 0.01% 739
2016
Q1 		$803K Buy
+25,246
New +$702K 0.01% 759
2015
Q4 		– Sell
-37,107
Closed -$1.42M – 1241
2015
Q3 		$1.42M Buy
37,107
+21,508
+138% +$927K 0.02% 605
2015
Q2 		$685K Buy
15,599
+9,869
+172% +$466K 0.01% 813
2015
Q1 		$285K Sell
5,730
-1,222
-18% -$54.3K ﹤0.01% 1082
2014
Q4 		$295K Sell
6,952
-2,145
-24% -$98.6K ﹤0.01% 969
2014
Q3 		$479K Buy
+9,097
New +$494K 0.01% 804
2014
Q2 		– Sell
-8,303
Closed -$450K – 852
2014
Q1 		$450K Buy
+8,303
New +$448K 0.01% 652

Other funds holding GEL

O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
SCA
Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.02B AUM 30.38% 1-Year Est. Return
RA
RR Advisors Dallas, Texas $360M AUM 28.52% 1-Year Est. Return

United Capital Financial Advisors's GEL Position: Q2 2017 in Review

United Capital Financial Advisors sold out of Genesis Energy (GEL) in Q2 2017, closing a stake of 12,758 shares — an estimated $414K sold.

United Capital Financial Advisors first reported a position in GEL in Q1 2014 and held it in 11 quarters. The position peaked at $1.42M in Q3 2015. 174 funds tracked by Wall St. Rank hold GEL as of Q2 2017.

  • United Capital Financial Advisors reported no remaining Genesis Energy position as of Q2 2017 after selling out during the quarter.
  • United Capital Financial Advisors sold 12,758 Genesis Energy shares in Q2 2017, an estimated $414K.
  • United Capital Financial Advisors first reported a position in Genesis Energy in Q1 2014 and held it in 11 quarters.
  • United Capital Financial Advisors's Genesis Energy position peaked at $1.42M in Q3 2015.
  • 174 funds tracked by Wall St. Rank held Genesis Energy as of Q2 2017.

Based on United Capital Financial Advisors's 13F filing for Q2 2017, filed 14 Aug 2017.