Avantax Advisory Services’s Goldman Sachs MLP Energy Renaissance Fund GER Stock Holding History

Avantax Advisory Services’s Portfolio GER Stock Details GER Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-2,371	Closed	-$15K	–	904
2020 Q1	$15K	Sell	2,371 -56	-2%	-$1.57K	﹤0.01%	791
2019 Q4	$94K	Buy	2,427 +197	+9%	+$7.8K	﹤0.01%	801
2019 Q3	$97K	Buy	2,230 +135	+6%	+$6.13K	﹤0.01%	554
2019 Q2	$100K	Buy	+2,095	New	+$102K	﹤0.01%	504

Other funds holding GER

Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return

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

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

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

EIP

Ellis Investment Partners Berwyn, Pennsylvania $660M AUM 26.32% 1-Year Est. Return

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

6 Meridian Wichita, Kansas $1.37B AUM 17.3% 1-Year Est. Return

QPWM

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

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Avantax Advisory Services's GER Position: Q2 2020 in Review

Avantax Advisory Services sold out of Goldman Sachs MLP Energy Renaissance Fund (GER) in Q2 2020, closing a stake of 2,371 shares — an estimated $15K sold.

Avantax Advisory Services first reported a position in GER in Q2 2019 and held it in 4 quarters. The position peaked at $100K in Q2 2019. 34 funds tracked by Wall St. Rank hold GER as of Q2 2020.

Avantax Advisory Services reported no remaining Goldman Sachs MLP Energy Renaissance Fund position as of Q2 2020 after selling out during the quarter.
Avantax Advisory Services sold 2,371 Goldman Sachs MLP Energy Renaissance Fund shares in Q2 2020, an estimated $15K.
Avantax Advisory Services first reported a position in Goldman Sachs MLP Energy Renaissance Fund in Q2 2019 and held it in 4 quarters.
Avantax Advisory Services's Goldman Sachs MLP Energy Renaissance Fund position peaked at $100K in Q2 2019.
34 funds tracked by Wall St. Rank held Goldman Sachs MLP Energy Renaissance Fund as of Q2 2020.

Based on Avantax Advisory Services's 13F filing for Q2 2020, filed 6 Aug 2020.