BAM
GER

Belpointe Asset Management’s Goldman Sachs MLP Energy Renaissance Fund GER Stock Holding History

Belpointe Asset Management’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
2023
Q2 		– Sell
-1,904
Closed -$24.9K – 3675
2023
Q1 		$24.9K Buy
+1,904
New +$25.4K ﹤0.01% 2175

Other funds holding GER

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
YCM
Yakira Capital Management Westport, Connecticut $342M AUM 26.97% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EIP
Ellis Investment Partners Berwyn, Pennsylvania $576M AUM 16.04% 1-Year Est. Return
CCP
Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
KWA
KCS Wealth Advisory Los Angeles, California $235M AUM 24.13% 1-Year Est. Return

Belpointe Asset Management's GER Position: Q2 2023 in Review

Belpointe Asset Management sold out of Goldman Sachs MLP Energy Renaissance Fund (GER) in Q2 2023, closing a stake of 1,904 shares — an estimated $24.9K sold.

Belpointe Asset Management first reported a position in GER in Q1 2023 and held it in 1 quarter. The position peaked at $24.9K in Q1 2023. 46 funds tracked by Wall St. Rank hold GER as of Q2 2023.

  • Belpointe Asset Management reported no remaining Goldman Sachs MLP Energy Renaissance Fund position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 1,904 Goldman Sachs MLP Energy Renaissance Fund shares in Q2 2023, an estimated $24.9K.
  • Belpointe Asset Management first reported a position in Goldman Sachs MLP Energy Renaissance Fund in Q1 2023 and held it in 1 quarter.
  • Belpointe Asset Management's Goldman Sachs MLP Energy Renaissance Fund position peaked at $24.9K in Q1 2023.
  • 46 funds tracked by Wall St. Rank held Goldman Sachs MLP Energy Renaissance Fund as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.