Avior Wealth Management’s Goldman Sachs MLP Income Opportunities Fund GMZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q3
Sell
-215
Closed -$2K 1061
2020
Q2
$2K Sell
215
-1
-0.5% -$10 ﹤0.01% 817
2020
Q1
$1K Sell
216
-714
-77% -$22.5K ﹤0.01% 753
2019
Q4
$39K Buy
930
+216
+30% +$9.2K 0.01% 483
2019
Q3
$34K Hold
714
0.01% 487
2019
Q2
$39K Buy
+714
New +$39.2K 0.01% 470

Avior Wealth Management's GMZ Position: Q3 2020 in Review

Avior Wealth Management sold out of Goldman Sachs MLP Income Opportunities Fund (GMZ) in Q3 2020, closing a stake of 215 shares — an estimated $2K sold.

Avior Wealth Management first reported a position in GMZ in Q2 2019 and held it in 5 quarters. The position peaked at $39K in Q4 2019. 0 funds tracked by Wall St. Rank hold GMZ as of Q3 2020.

  • Avior Wealth Management reported no remaining Goldman Sachs MLP Income Opportunities Fund position as of Q3 2020 after selling out during the quarter.
  • Avior Wealth Management sold 215 Goldman Sachs MLP Income Opportunities Fund shares in Q3 2020, an estimated $2K.
  • Avior Wealth Management first reported a position in Goldman Sachs MLP Income Opportunities Fund in Q2 2019 and held it in 5 quarters.
  • Avior Wealth Management's Goldman Sachs MLP Income Opportunities Fund position peaked at $39K in Q4 2019.
  • 0 funds tracked by Wall St. Rank held Goldman Sachs MLP Income Opportunities Fund as of Q3 2020.

Based on Avior Wealth Management's 13F filing for Q3 2020, filed 20 Oct 2020.