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 $2.72B AUM 22.17% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

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

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Ellis Investment Partners Berwyn, Pennsylvania $576M AUM 16.04% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return

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

Quadrant Private Wealth Management Center Valley, Pennsylvania $646M AUM 27.02% 1-Year Est. Return

Rockefeller Capital Management

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return