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Geneva Advisors, LLC: GEL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Geneva Advisors, LLC on GEL, newest first. How the timeline and the estimate are built.

Geneva Advisors, LLC held 79,185 GEL shares at 2017-06-30 per its 13F-HR filed 2017-08-07.

the latest 13F is the newest step

  1. period ended2017-06-30
    13F 79,185 shares
    Change vs previous 13F -3,812 shares

    0.04% of the 13F portfolio, value $2,513,000.

    13F-HR 0001144204-17-040796 filed by Geneva Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2017-03-31
    13F 82,997 shares
    Change vs previous 13F -10,339 shares

    0.05% of the 13F portfolio, value $2,691,000.

    13F-HR 0001144204-17-023557 filed by Geneva Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2016-12-31
    13F 93,336 shares
    Change vs previous 13F +89 shares

    0.07% of the 13F portfolio, value $3,362,000.

    13F-HR 0001144204-17-007302 filed by Geneva Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2016-09-30
    13F 93,247 shares
    Change vs previous 13F -3,860 shares

    0.07% of the 13F portfolio, value $3,541,000.

    13F-HR 0001144204-16-132719 filed by Geneva Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2016-06-30
    13F 97,107 shares
    Change vs previous 13F +11,667 shares

    0.07% of the 13F portfolio, value $3,726,000.

    13F-HR 0001144204-16-117161 filed by Geneva Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2016-03-31
    13F 85,440 shares
    Change vs previous 13F +3,780 shares

    0.05% of the 13F portfolio, value $2,716,000.

    13F-HR 0001144204-16-098533 filed by Geneva Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2015-12-31
    13F 81,660 shares
    Change vs previous 13F -27,495 shares

    0.06% of the 13F portfolio, value $3,000,000.

    13F-HR 0001144204-16-078984 filed by Geneva Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2015-09-30
    13F 109,155 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $4,185,000.

    13F-HR 0001144204-15-062408 filed by Geneva Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).