BCM
GMZ

Beck Capital Management’s Goldman Sachs MLP Income Opportunities Fund GMZ Stock Holding History

Beck Capital 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
2016
Q4 		– Sell
-34,798
Closed -$2.31M – 125
2016
Q3 		$2.31M Sell
34,798
-7,195
-17% -$475K 1.41% 34
2016
Q2 		$2.75M Buy
+41,993
New +$2.62M 1.75% 22

Other funds holding GMZ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
TB
Terril Brothers St. Louis, Missouri $366M AUM 29.25% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
SCA
Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return

Beck Capital Management's GMZ Position: Q4 2016 in Review

Beck Capital Management sold out of Goldman Sachs MLP Income Opportunities Fund (GMZ) in Q4 2016, closing a stake of 34,798 shares — an estimated $2.31M sold.

Beck Capital Management first reported a position in GMZ in Q2 2016 and held it in 2 quarters. The position peaked at $2.75M in Q2 2016. 45 funds tracked by Wall St. Rank hold GMZ as of Q4 2016.

  • Beck Capital Management reported no remaining Goldman Sachs MLP Income Opportunities Fund position as of Q4 2016 after selling out during the quarter.
  • Beck Capital Management sold 34,798 Goldman Sachs MLP Income Opportunities Fund shares in Q4 2016, an estimated $2.31M.
  • Beck Capital Management first reported a position in Goldman Sachs MLP Income Opportunities Fund in Q2 2016 and held it in 2 quarters.
  • Beck Capital Management's Goldman Sachs MLP Income Opportunities Fund position peaked at $2.75M in Q2 2016.
  • 45 funds tracked by Wall St. Rank held Goldman Sachs MLP Income Opportunities Fund as of Q4 2016.

Based on Beck Capital Management's 13F filing for Q4 2016, filed 14 Feb 2017.