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VSR Financial Services’s Genesis Energy GEL Stock Holding History

VSR Financial Services’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
2013
Q4 		– Sell
-6,411
Closed -$321K – 581
2013
Q3 		$321K Buy
6,411
+900
+16% +$45.3K 0.06% 367
2013
Q2 		$286K Buy
+5,511
New +$273K 0.06% 375

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AA
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TCA
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AR
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ClearBridge Investments
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MHI
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Neuberger Berman Group
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HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
CCM
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VSR Financial Services's GEL Position: Q4 2013 in Review

VSR Financial Services sold out of Genesis Energy (GEL) in Q4 2013, closing a stake of 6,411 shares — an estimated $321K sold.

VSR Financial Services first reported a position in GEL in Q2 2013 and held it in 2 quarters. The position peaked at $321K in Q3 2013. 158 funds tracked by Wall St. Rank hold GEL as of Q4 2013.

  • VSR Financial Services reported no remaining Genesis Energy position as of Q4 2013 after selling out during the quarter.
  • VSR Financial Services sold 6,411 Genesis Energy shares in Q4 2013, an estimated $321K.
  • VSR Financial Services first reported a position in Genesis Energy in Q2 2013 and held it in 2 quarters.
  • VSR Financial Services's Genesis Energy position peaked at $321K in Q3 2013.
  • 158 funds tracked by Wall St. Rank held Genesis Energy as of Q4 2013.

Based on VSR Financial Services's 13F filing for Q4 2013, filed 7 Feb 2014.