Cardan Capital Partners’s Goldman Sachs MLP Income Opportunities Fund GMZ Stock Holding History

Cardan Capital Partners’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
2020 Q2	–	Sell	-1,446	Closed	-$12K	–	252
2020 Q1	$12K	Hold	1,446	–	–	﹤0.01%	189
2019 Q4	$61K	Hold	1,446	–	–	0.01%	183
2019 Q3	$70K	Hold	1,446	–	–	0.01%	185
2019 Q2	$79K	Hold	1,446	–	–	0.01%	167
2019 Q1	$81K	Hold	1,446	–	–	0.01%	168
2018 Q4	$71K	Hold	1,446	–	–	0.01%	165
2018 Q3	$93K	Sell	1,446 -373	-21%	-$24.6K	0.01%	178
2018 Q2	$115K	Buy	1,819 +9	+0.5%	+$553	0.02%	177
2018 Q1	$98K	Buy	+1,810	New	+$115K	0.02%	181
2016 Q1	–	Sell	-1,476	Closed	-$85K	–	113
2015 Q4	$85K	Buy	+1,476	New	+$106K	0.04%	80

Other funds holding GMZ

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Terril Brothers St. Louis, Missouri $388M AUM 29.38% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

QPWM

Quadrant Private Wealth Management Center Valley, Pennsylvania $646M AUM 27.02% 1-Year Est. Return

6 Meridian Wichita, Kansas $1.37B AUM 17.3% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Cardan Capital Partners's GMZ Position: Q2 2020 in Review

Cardan Capital Partners sold out of Goldman Sachs MLP Income Opportunities Fund (GMZ) in Q2 2020, closing a stake of 1,446 shares — an estimated $12K sold.

Cardan Capital Partners first reported a position in GMZ in Q4 2015 and held it in 10 quarters. The position peaked at $115K in Q2 2018. 34 funds tracked by Wall St. Rank hold GMZ as of Q2 2020.

Cardan Capital Partners reported no remaining Goldman Sachs MLP Income Opportunities Fund position as of Q2 2020 after selling out during the quarter.
Cardan Capital Partners sold 1,446 Goldman Sachs MLP Income Opportunities Fund shares in Q2 2020, an estimated $12K.
Cardan Capital Partners first reported a position in Goldman Sachs MLP Income Opportunities Fund in Q4 2015 and held it in 10 quarters.
Cardan Capital Partners's Goldman Sachs MLP Income Opportunities Fund position peaked at $115K in Q2 2018.
34 funds tracked by Wall St. Rank held Goldman Sachs MLP Income Opportunities Fund as of Q2 2020.

Based on Cardan Capital Partners's 13F filing for Q2 2020, filed 15 Jul 2020.