BIG
GER

Bellwether Investment Group’s Goldman Sachs MLP Energy Renaissance Fund GER Stock Holding History

Bellwether Investment Group’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
2017
Q1 		– Sell
-2,853
Closed -$185K – 978
2016
Q4 		$185K Buy
+2,853
New +$180K 0.17% 143
2016
Q2 		$112K Buy
+1,748
New +$103K 0.12% 161

Other funds holding GER

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CCM
Coe Capital Management Highland Park, Illinois $106M AUM 53.24% 1-Year Est. Return

Bellwether Investment Group's GER Position: Q1 2017 in Review

Bellwether Investment Group sold out of Goldman Sachs MLP Energy Renaissance Fund (GER) in Q1 2017, closing a stake of 2,853 shares — an estimated $185K sold.

Bellwether Investment Group first reported a position in GER in Q2 2016 and held it in 2 quarters. The position peaked at $185K in Q4 2016. 41 funds tracked by Wall St. Rank hold GER as of Q1 2017.

  • Bellwether Investment Group reported no remaining Goldman Sachs MLP Energy Renaissance Fund position as of Q1 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 2,853 Goldman Sachs MLP Energy Renaissance Fund shares in Q1 2017, an estimated $185K.
  • Bellwether Investment Group first reported a position in Goldman Sachs MLP Energy Renaissance Fund in Q2 2016 and held it in 2 quarters.
  • Bellwether Investment Group's Goldman Sachs MLP Energy Renaissance Fund position peaked at $185K in Q4 2016.
  • 41 funds tracked by Wall St. Rank held Goldman Sachs MLP Energy Renaissance Fund as of Q1 2017.

Based on Bellwether Investment Group's 13F filing for Q1 2017, filed 12 May 2017.