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 $1.02T AUM 30.18% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

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

ClearBridge Investments

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

RR Advisors Dallas, Texas $360M AUM 28.52% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mirae Asset Global Investments

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

SG Americas Securities

SG Americas Securities New York $90.6B AUM 36.98% 1-Year Est. Return