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	–	2491
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

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

ClearBridge Investments

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

RR Advisors Dallas, Texas $360M AUM 28.52% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return