Zions Bancorporation’s Genesis Energy GEL Stock Holding History

Zions Bancorporation’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
2020 Q1	–	Sell	-2,460	Closed	-$50K	–	929
2019 Q4	$50K	Hold	2,460	–	–	0.01%	407
2019 Q3	$53K	Hold	2,460	–	–	0.01%	410
2019 Q2	$54K	Hold	2,460	–	–	0.01%	373
2019 Q1	$57K	Buy	+2,460	New	+$53.2K	0.01%	386
2018 Q2	–	Sell	-14,760	Closed	-$291K	–	535
2018 Q1	$291K	Hold	14,760	–	–	0.06%	98
2017 Q4	$330K	Hold	14,760	–	–	0.06%	123
2017 Q3	$389K	Hold	14,760	–	–	0.06%	182
2017 Q2	$468K	Buy	+14,760	New	+$460K	0.08%	111
2016 Q1	–	Sell	-16,400	Closed	-$603K	–	875
2015 Q4	$603K	Buy	+16,400	New	+$636K	0.11%	79
2015 Q3	–	Sell	-18,200	Closed	-$799K	–	859
2015 Q2	$799K	Sell	18,200 -1,000	-5%	-$47.2K	0.13%	86
2015 Q1	$902K	Buy	+19,200	New	+$853K	0.15%	72

Other funds holding GEL

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

CCM

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

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

RR Advisors Dallas, Texas $346M AUM 31.14% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Zions Bancorporation's GEL Position: Q1 2020 in Review

Zions Bancorporation sold out of Genesis Energy (GEL) in Q1 2020, closing a stake of 2,460 shares — an estimated $50K sold.

Zions Bancorporation first reported a position in GEL in Q1 2015 and held it in 11 quarters. The position peaked at $902K in Q1 2015. 113 funds tracked by Wall St. Rank hold GEL as of Q1 2020.

Zions Bancorporation reported no remaining Genesis Energy position as of Q1 2020 after selling out during the quarter.
Zions Bancorporation sold 2,460 Genesis Energy shares in Q1 2020, an estimated $50K.
Zions Bancorporation first reported a position in Genesis Energy in Q1 2015 and held it in 11 quarters.
Zions Bancorporation's Genesis Energy position peaked at $902K in Q1 2015.
113 funds tracked by Wall St. Rank held Genesis Energy as of Q1 2020.

Based on Zions Bancorporation's 13F filing for Q1 2020, filed 15 May 2020.