Advisor Group’s Goldman Sachs MLP Income Opportunities Fund GMZ Stock Holding History

Advisor Group’s Portfolio GMZ Stock Details GMZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$13K	Hold	313	–	–	﹤0.01%	4221
2019 Q3	$15K	Hold	313	–	–	﹤0.01%	4147
2019 Q2	$17K	Hold	313	–	–	﹤0.01%	4088
2019 Q1	$17K	Buy	313 +110	+54%	+$6.32K	﹤0.01%	4077
2018 Q4	$10K	Hold	203	–	–	﹤0.01%	4230
2018 Q3	$13K	Buy	203 +150	+283%	+$9.9K	﹤0.01%	4155
2018 Q2	$3K	Hold	53	–	–	﹤0.01%	4606
2018 Q1	$3K	Hold	53	–	–	﹤0.01%	4630
2017 Q4	$3K	Hold	53	–	–	﹤0.01%	4629
2017 Q3	$3K	Hold	53	–	–	﹤0.01%	4485
2017 Q2	$4K	Hold	53	–	–	﹤0.01%	4363
2017 Q1	$4K	Hold	53	–	–	﹤0.01%	4245
2016 Q4	$4K	Hold	53	–	–	﹤0.01%	4066
2016 Q3	$4K	Hold	53	–	–	﹤0.01%	4025
2016 Q2	$3K	Buy	+53	New	+$3.31K	﹤0.01%	4025

Other funds holding GMZ

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Terril Brothers St. Louis, Missouri $388M AUM 29.38% 1-Year Est. Return

QPWM

Quadrant Private Wealth Management Center Valley, Pennsylvania $447M AUM 19.6% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

LCM

Landscape Capital Management Englewood, New Jersey $1.54B AUM 30.95% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

FFA

First Foundation Advisors Irvine, California $2.78B AUM 23.76% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Advisor Group's GMZ Position: Q4 2019 in Review

Advisor Group held its Goldman Sachs MLP Income Opportunities Fund (GMZ) position steady in Q4 2019 at 313 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #4221.

Advisor Group first reported a position in GMZ in Q2 2016 and has held it in 15 quarters since. The position peaked at $17K in Q2 2019. 46 funds tracked by Wall St. Rank hold GMZ as of Q4 2019.

Advisor Group held 313 shares of Goldman Sachs MLP Income Opportunities Fund worth $13K as of Q4 2019.
Advisor Group left its Goldman Sachs MLP Income Opportunities Fund share count unchanged in Q4 2019.
Goldman Sachs MLP Income Opportunities Fund made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #4221 holding.
Advisor Group first reported a position in Goldman Sachs MLP Income Opportunities Fund in Q2 2016 and has held it in 15 quarters since.
Advisor Group's Goldman Sachs MLP Income Opportunities Fund position peaked at $17K in Q2 2019.
46 funds tracked by Wall St. Rank held Goldman Sachs MLP Income Opportunities Fund as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.