WEC
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Winslow Evans & Crocker’s Genesis Energy GEL Stock Holding History

Winslow Evans & Crocker’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
Q4 		– Sell
-200
Closed -$6K – 1110
2018
Q3 		$6K Hold
200
– – ﹤0.01% 897
2018
Q2 		$6K Hold
200
– – ﹤0.01% 902
2018
Q1 		$3.94K Sell
200
-76
-28% -$1.66K ﹤0.01% 941
2017
Q4 		$6.15K Sell
276
-174
-39% -$4.03K ﹤0.01% 903
2017
Q3 		$11.9K Sell
450
-75
-14% -$2.13K ﹤0.01% 786
2017
Q2 		$16.7K Buy
525
+75
+17% +$2.34K ﹤0.01% 789
2017
Q1 		$14.6K Hold
450
– – ﹤0.01% 805
2016
Q4 		$16.2K Buy
450
+300
+200% +$10.5K 0.01% 771
2016
Q3 		$5.7K Hold
150
– – ﹤0.01% 1034
2016
Q2 		$5.76K Hold
150
– – ﹤0.01% 1001
2016
Q1 		$4.77K Hold
150
– – ﹤0.01% 1039
2015
Q4 		$5.51K Sell
150
-50
-25% -$1.94K ﹤0.01% 1043
2015
Q3 		$7.67K Sell
200
-1,100
-85% -$47.4K ﹤0.01% 945
2015
Q2 		$57.1K Hold
1,300
– – 0.02% 524
2015
Q1 		$61.1K Hold
1,300
– – 0.02% 512
2014
Q4 		$55.1K Sell
1,300
-3,000
-70% -$138K 0.02% 519
2014
Q3 		$226K Sell
4,300
-500
-10% -$27.1K 0.06% 293
2014
Q2 		$269K Hold
4,800
– – 0.09% 226
2014
Q1 		$260K Hold
4,800
– – 0.09% 232
2013
Q4 		$253K Buy
+4,800
New +$243K 0.09% 247

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
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 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
AR
Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Winslow Evans & Crocker's GEL Position: Q4 2018 in Review

Winslow Evans & Crocker sold out of Genesis Energy (GEL) in Q4 2018, closing a stake of 200 shares — an estimated $6K sold.

Winslow Evans & Crocker first reported a position in GEL in Q4 2013 and held it in 20 quarters. The position peaked at $269K in Q2 2014. 137 funds tracked by Wall St. Rank hold GEL as of Q4 2018.

  • Winslow Evans & Crocker reported no remaining Genesis Energy position as of Q4 2018 after selling out during the quarter.
  • Winslow Evans & Crocker sold 200 Genesis Energy shares in Q4 2018, an estimated $6K.
  • Winslow Evans & Crocker first reported a position in Genesis Energy in Q4 2013 and held it in 20 quarters.
  • Winslow Evans & Crocker's Genesis Energy position peaked at $269K in Q2 2014.
  • 137 funds tracked by Wall St. Rank held Genesis Energy as of Q4 2018.

Based on Winslow Evans & Crocker's 13F filing for Q4 2018, filed 23 Jan 2019.