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Wealthspire Advisors (Maryland)’s Genesis Energy GEL Stock Holding History

Wealthspire Advisors (Maryland)’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
2018
Q2 		– Sell
-200
Closed -$4K – 2485
2018
Q1 		$4K Sell
200
-91
-31% -$1.99K ﹤0.01% 1904
2017
Q4 		$7K Sell
291
-16
-5% -$370 ﹤0.01% 1721
2017
Q3 		$8K Sell
307
-21
-6% -$596 ﹤0.01% 1649
2017
Q2 		$10K Hold
328
– – ﹤0.01% 1525
2017
Q1 		$11K Hold
328
– – ﹤0.01% 1301
2016
Q4 		$12K Hold
328
– – ﹤0.01% 1163
2016
Q3 		$12K Buy
328
+228
+228% +$8.36K ﹤0.01% 1198
2016
Q2 		$4K Hold
100
– – ﹤0.01% 1380
2016
Q1 		$3K Hold
100
– – ﹤0.01% 1445
2015
Q4 		$4K Buy
+100
New +$3.88K ﹤0.01% 1395

Other funds holding GEL

O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
SCA
Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
RA
RR Advisors Dallas, Texas $346M AUM 31.14% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s GEL Position: Q2 2018 in Review

Wealthspire Advisors (Maryland) sold out of Genesis Energy (GEL) in Q2 2018, closing a stake of 200 shares — an estimated $4K sold.

Wealthspire Advisors (Maryland) first reported a position in GEL in Q4 2015 and held it in 10 quarters. The position peaked at $12K in Q4 2016. 151 funds tracked by Wall St. Rank hold GEL as of Q2 2018.

  • Wealthspire Advisors (Maryland) reported no remaining Genesis Energy position as of Q2 2018 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 200 Genesis Energy shares in Q2 2018, an estimated $4K.
  • Wealthspire Advisors (Maryland) first reported a position in Genesis Energy in Q4 2015 and held it in 10 quarters.
  • Wealthspire Advisors (Maryland)'s Genesis Energy position peaked at $12K in Q4 2016.
  • 151 funds tracked by Wall St. Rank held Genesis Energy as of Q2 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2018, filed 8 Aug 2018.