B. Riley Wealth Management’s Goldman Sachs MLP Income Opportunities Fund GMZ Stock Holding History

B. Riley Wealth Management’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
2020 Q2	–	Sell	-5,975	Closed	-$49K	–	584
2020 Q1	$49K	Hold	5,975	–	–	0.01%	504
2019 Q4	$254K	Sell	5,975 -1,914	-24%	-$81.5K	0.04%	318
2019 Q3	$383K	Sell	7,889 -188	-2%	-$9.62K	0.07%	240
2019 Q2	$441	Sell	8,077 -352	-4%	-$19.3K	0.07%	222
2019 Q1	$474K	Sell	8,429 -1,586	-16%	-$91.1K	0.08%	212
2018 Q4	$491K	Buy	+10,015	New	+$570K	0.1%	188

Other funds holding GMZ

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Terril Brothers St. Louis, Missouri $366M AUM 29.25% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJA

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

QPWM

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

B. Riley Wealth Management's GMZ Position: Q2 2020 in Review

B. Riley Wealth Management sold out of Goldman Sachs MLP Income Opportunities Fund (GMZ) in Q2 2020, closing a stake of 5,975 shares — an estimated $49K sold.

B. Riley Wealth Management first reported a position in GMZ in Q4 2018 and held it in 6 quarters. The position peaked at $491K in Q4 2018. 34 funds tracked by Wall St. Rank hold GMZ as of Q2 2020.

B. Riley Wealth Management reported no remaining Goldman Sachs MLP Income Opportunities Fund position as of Q2 2020 after selling out during the quarter.
B. Riley Wealth Management sold 5,975 Goldman Sachs MLP Income Opportunities Fund shares in Q2 2020, an estimated $49K.
B. Riley Wealth Management first reported a position in Goldman Sachs MLP Income Opportunities Fund in Q4 2018 and held it in 6 quarters.
B. Riley Wealth Management's Goldman Sachs MLP Income Opportunities Fund position peaked at $491K in Q4 2018.
34 funds tracked by Wall St. Rank held Goldman Sachs MLP Income Opportunities Fund as of Q2 2020.

Based on B. Riley Wealth Management's 13F filing for Q2 2020, filed 17 Aug 2020.