BWA
GMZ

Burt Wealth Advisors’s Goldman Sachs MLP Income Opportunities Fund GMZ Stock Holding History

Burt Wealth Advisors’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
Q1 		– Sell
-124
Closed -$7K – 731
2015
Q4 		$7K Buy
+124
New +$8.94K 0.01% 333

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BRF
B. Riley Financial Los Angeles, California $456M AUM 896.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Burt Wealth Advisors's GMZ Position: Q1 2016 in Review

Burt Wealth Advisors sold out of Goldman Sachs MLP Income Opportunities Fund (GMZ) in Q1 2016, closing a stake of 124 shares — an estimated $7K sold.

Burt Wealth Advisors first reported a position in GMZ in Q4 2015 and held it in 1 quarter. The position peaked at $7K in Q4 2015. 42 funds tracked by Wall St. Rank hold GMZ as of Q1 2016.

  • Burt Wealth Advisors reported no remaining Goldman Sachs MLP Income Opportunities Fund position as of Q1 2016 after selling out during the quarter.
  • Burt Wealth Advisors sold 124 Goldman Sachs MLP Income Opportunities Fund shares in Q1 2016, an estimated $7K.
  • Burt Wealth Advisors first reported a position in Goldman Sachs MLP Income Opportunities Fund in Q4 2015 and held it in 1 quarter.
  • Burt Wealth Advisors's Goldman Sachs MLP Income Opportunities Fund position peaked at $7K in Q4 2015.
  • 42 funds tracked by Wall St. Rank held Goldman Sachs MLP Income Opportunities Fund as of Q1 2016.

Based on Burt Wealth Advisors's 13F filing for Q1 2016, filed 25 Apr 2016.