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YorkBridge Wealth Partners’s Genesis Energy GEL Stock Holding History

YorkBridge Wealth Partners’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
Q3 		– Sell
-85
Closed -$3K – 892
2017
Q2 		$3K Sell
85
-140
-62% -$4.37K ﹤0.01% 736
2017
Q1 		$7K Sell
225
-118
-34% -$4.09K ﹤0.01% 651
2016
Q4 		$12K Buy
+343
New +$12K 0.01% 555

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O
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ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 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
SCA
Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
RA
RR Advisors Dallas, Texas $346M AUM 31.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

YorkBridge Wealth Partners's GEL Position: Q3 2017 in Review

YorkBridge Wealth Partners sold out of Genesis Energy (GEL) in Q3 2017, closing a stake of 85 shares — an estimated $3K sold.

YorkBridge Wealth Partners first reported a position in GEL in Q4 2016 and held it in 3 quarters. The position peaked at $12K in Q4 2016. 166 funds tracked by Wall St. Rank hold GEL as of Q3 2017.

  • YorkBridge Wealth Partners reported no remaining Genesis Energy position as of Q3 2017 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 85 Genesis Energy shares in Q3 2017, an estimated $3K.
  • YorkBridge Wealth Partners first reported a position in Genesis Energy in Q4 2016 and held it in 3 quarters.
  • YorkBridge Wealth Partners's Genesis Energy position peaked at $12K in Q4 2016.
  • 166 funds tracked by Wall St. Rank held Genesis Energy as of Q3 2017.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2017, filed 27 Oct 2017.