United Capital Financial Advisors’s Genesis Energy GEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-12,758
| Closed | -$414K | – | 1288 |
|
|
2017
Q1 | $414K | Sell |
12,758
-10,803
| -46% | -$351K | ﹤0.01% | 958 |
|
|
2016
Q4 | $849K | Sell |
23,561
-11,317
| -32% | -$408K | 0.01% | 790 |
|
|
2016
Q3 | $1.32M | Buy |
34,878
+9,124
| +35% | +$346K | 0.01% | 702 |
|
|
2016
Q2 | $979K | Buy |
25,754
+508
| +2% | +$19.3K | 0.01% | 739 |
|
|
2016
Q1 | $803K | Buy |
+25,246
| New | +$803K | 0.01% | 759 |
|
|
2015
Q4 | – | Sell |
-37,107
| Closed | -$1.42M | – | 1241 |
|
|
2015
Q3 | $1.42M | Buy |
37,107
+21,508
| +138% | +$825K | 0.02% | 605 |
|
|
2015
Q2 | $685K | Buy |
15,599
+9,869
| +172% | +$433K | 0.01% | 813 |
|
|
2015
Q1 | $285K | Sell |
5,730
-1,222
| -18% | -$60.8K | ﹤0.01% | 1082 |
|
|
2014
Q4 | $295K | Sell |
6,952
-2,145
| -24% | -$91K | ﹤0.01% | 969 |
|
|
2014
Q3 | $479K | Buy |
+9,097
| New | +$479K | 0.01% | 804 |
|
|
2014
Q2 | – | Sell |
-8,303
| Closed | -$450K | – | 852 |
|
|
2014
Q1 | $450K | Buy |
+8,303
| New | +$450K | 0.01% | 652 |
|