Cambridge Investment Research Advisors
GMZ

Cambridge Investment Research Advisors’s Goldman Sachs MLP Income Opportunities Fund GMZ Stock Holding History

Cambridge Investment Research 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
2019
Q2 		– Sell
-1,875
Closed -$105K – 2413
2019
Q1 		$105K Buy
1,875
+131
+8% +$7.53K ﹤0.01% 2183
2018
Q4 		$86K Sell
1,744
-319
-15% -$18.1K ﹤0.01% 2053
2018
Q3 		$133K Buy
2,063
+25
+1% +$1.65K ﹤0.01% 2129
2018
Q2 		$129K Buy
2,038
+10
+0.5% +$615 ﹤0.01% 2083
2018
Q1 		$110K Sell
2,028
-393
-16% -$25K ﹤0.01% 2048
2017
Q4 		$152K Buy
2,421
+742
+44% +$45K ﹤0.01% 1989
2017
Q3 		$110K Hold
1,679
– – ﹤0.01% 1912
2017
Q2 		$113K Buy
+1,679
New +$119K ﹤0.01% 1841

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
TB
Terril Brothers St. Louis, Missouri $388M AUM 29.38% 1-Year Est. Return
QPWM
Quadrant Private Wealth Management Center Valley, Pennsylvania $447M AUM 19.6% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cambridge Investment Research Advisors's GMZ Position: Q2 2019 in Review

Cambridge Investment Research Advisors sold out of Goldman Sachs MLP Income Opportunities Fund (GMZ) in Q2 2019, closing a stake of 1,875 shares — an estimated $105K sold.

Cambridge Investment Research Advisors first reported a position in GMZ in Q2 2017 and held it in 8 quarters. The position peaked at $152K in Q4 2017. 39 funds tracked by Wall St. Rank hold GMZ as of Q2 2019.

  • Cambridge Investment Research Advisors reported no remaining Goldman Sachs MLP Income Opportunities Fund position as of Q2 2019 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 1,875 Goldman Sachs MLP Income Opportunities Fund shares in Q2 2019, an estimated $105K.
  • Cambridge Investment Research Advisors first reported a position in Goldman Sachs MLP Income Opportunities Fund in Q2 2017 and held it in 8 quarters.
  • Cambridge Investment Research Advisors's Goldman Sachs MLP Income Opportunities Fund position peaked at $152K in Q4 2017.
  • 39 funds tracked by Wall St. Rank held Goldman Sachs MLP Income Opportunities Fund as of Q2 2019.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2019, filed 15 Aug 2019.