WA
GEL icon

WFG Advisors’s Genesis Energy GEL Stock Holding History

WFG Advisors’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 		$2K Sell
50
-87
-64% -$2.71K ﹤0.01% 1415
2017
Q1 		$4K Sell
137
-260
-65% -$9.02K ﹤0.01% 1244
2016
Q4 		$14K Buy
397
+26
+7% +$908 ﹤0.01% 1023
2016
Q3 		$14K Buy
371
+6
+2% +$220 ﹤0.01% 1033
2016
Q2 		$14K Buy
365
+56
+18% +$1.96K ﹤0.01% 998
2016
Q1 		$10K Buy
+309
New +$8.59K ﹤0.01% 1049
2015
Q3 		– Sell
-216
Closed -$9K – 1644
2015
Q2 		$9K Buy
216
+3
+1% +$142 ﹤0.01% 1214
2015
Q1 		$10K Sell
213
-273
-56% -$12.1K ﹤0.01% 1202
2014
Q4 		$21K Buy
486
+6
+1% +$276 ﹤0.01% 1202
2014
Q3 		$25K Buy
480
+5
+1% +$271 ﹤0.01% 1190
2014
Q2 		$27K Buy
475
+5
+1% +$276 0.01% 1146
2014
Q1 		$25K Sell
470
-20,686
-98% -$1.12M 0.01% 1175
2013
Q4 		$1.11M Sell
21,156
-508
-2% -$25.7K 0.16% 151
2013
Q3 		$1.08M Buy
21,664
+544
+3% +$27.4K 0.17% 153
2013
Q2 		$1.09M Buy
+21,120
New +$1.05M 0.18% 143

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