ZIM
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Zacks Investment Management’s Genesis Energy GEL Stock Holding History

Zacks Investment Management’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
2014
Q3 		– Sell
-5,026
Closed -$282K – 691
2014
Q2 		$282K Sell
5,026
-605
-11% -$33.4K 0.01% 590
2014
Q1 		$305K Sell
5,631
-146
-3% -$7.88K 0.01% 534
2013
Q4 		$304K Sell
5,777
-195
-3% -$9.88K 0.01% 537
2013
Q3 		$299K Buy
5,972
+925
+18% +$46.6K 0.01% 522
2013
Q2 		$262K Buy
+5,047
New +$250K 0.01% 517

Other funds holding GEL

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Zacks Investment Management's GEL Position: Q3 2014 in Review

Zacks Investment Management sold out of Genesis Energy (GEL) in Q3 2014, closing a stake of 5,026 shares — an estimated $282K sold.

Zacks Investment Management first reported a position in GEL in Q2 2013 and held it in 5 quarters. The position peaked at $305K in Q1 2014. 159 funds tracked by Wall St. Rank hold GEL as of Q3 2014.

  • Zacks Investment Management reported no remaining Genesis Energy position as of Q3 2014 after selling out during the quarter.
  • Zacks Investment Management sold 5,026 Genesis Energy shares in Q3 2014, an estimated $282K.
  • Zacks Investment Management first reported a position in Genesis Energy in Q2 2013 and held it in 5 quarters.
  • Zacks Investment Management's Genesis Energy position peaked at $305K in Q1 2014.
  • 159 funds tracked by Wall St. Rank held Genesis Energy as of Q3 2014.

Based on Zacks Investment Management's 13F filing for Q3 2014, filed 13 Nov 2014.