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Waldron Private Wealth’s Genesis Energy GEL Stock Holding History

Waldron Private Wealth’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
-17,108
Closed -$554K – 166
2017
Q1 		$554K Buy
+17,108
New +$593K 0.14% 95

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

Waldron Private Wealth's GEL Position: Q2 2017 in Review

Waldron Private Wealth sold out of Genesis Energy (GEL) in Q2 2017, closing a stake of 17,108 shares — an estimated $554K sold.

Waldron Private Wealth first reported a position in GEL in Q1 2017 and held it in 1 quarter. The position peaked at $554K in Q1 2017. 174 funds tracked by Wall St. Rank hold GEL as of Q2 2017.

  • Waldron Private Wealth reported no remaining Genesis Energy position as of Q2 2017 after selling out during the quarter.
  • Waldron Private Wealth sold 17,108 Genesis Energy shares in Q2 2017, an estimated $554K.
  • Waldron Private Wealth first reported a position in Genesis Energy in Q1 2017 and held it in 1 quarter.
  • Waldron Private Wealth's Genesis Energy position peaked at $554K in Q1 2017.
  • 174 funds tracked by Wall St. Rank held Genesis Energy as of Q2 2017.

Based on Waldron Private Wealth's 13F filing for Q2 2017, filed 14 Aug 2017.