AWE
GER

Avidian Wealth Enterprises’s Goldman Sachs MLP Energy Renaissance Fund GER Stock Holding History

Avidian Wealth Enterprises’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
2018
Q4 		– Sell
-1,497
Closed -$87K – 125
2018
Q3 		$87K Buy
+1,497
New +$88.4K 0.03% 103

Other funds holding GER

RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
QPWM
Quadrant Private Wealth Management Center Valley, Pennsylvania $447M AUM 19.6% 1-Year Est. Return
HHAM
HITE Hedge Asset Management Braintree, Massachusetts $1.83B AUM 34.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Avidian Wealth Enterprises's GER Position: Q4 2018 in Review

Avidian Wealth Enterprises sold out of Goldman Sachs MLP Energy Renaissance Fund (GER) in Q4 2018, closing a stake of 1,497 shares — an estimated $87K sold.

Avidian Wealth Enterprises first reported a position in GER in Q3 2018 and held it in 1 quarter. The position peaked at $87K in Q3 2018. 53 funds tracked by Wall St. Rank hold GER as of Q4 2018.

  • Avidian Wealth Enterprises reported no remaining Goldman Sachs MLP Energy Renaissance Fund position as of Q4 2018 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 1,497 Goldman Sachs MLP Energy Renaissance Fund shares in Q4 2018, an estimated $87K.
  • Avidian Wealth Enterprises first reported a position in Goldman Sachs MLP Energy Renaissance Fund in Q3 2018 and held it in 1 quarter.
  • Avidian Wealth Enterprises's Goldman Sachs MLP Energy Renaissance Fund position peaked at $87K in Q3 2018.
  • 53 funds tracked by Wall St. Rank held Goldman Sachs MLP Energy Renaissance Fund as of Q4 2018.

Based on Avidian Wealth Enterprises's 13F filing for Q4 2018, filed 14 Feb 2019.