Cerity Partners’s Goldman Sachs MLP Energy Renaissance Fund GER Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
-15,777
Closed -$248K 1765
2023
Q2
$248K Hold
15,777
﹤0.01% 1451
2023
Q1
$207K Hold
15,777
﹤0.01% 1703
2022
Q4
$202K Buy
+15,777
New +$206K ﹤0.01% 1341

Cerity Partners's GER Position: Q3 2023 in Review

Cerity Partners sold out of Goldman Sachs MLP Energy Renaissance Fund (GER) in Q3 2023, closing a stake of 15,777 shares — an estimated $248K sold.

Cerity Partners first reported a position in GER in Q4 2022 and held it in 3 quarters. The position peaked at $248K in Q2 2023. 0 funds tracked by Wall St. Rank hold GER as of Q3 2023.

  • Cerity Partners reported no remaining Goldman Sachs MLP Energy Renaissance Fund position as of Q3 2023 after selling out during the quarter.
  • Cerity Partners sold 15,777 Goldman Sachs MLP Energy Renaissance Fund shares in Q3 2023, an estimated $248K.
  • Cerity Partners first reported a position in Goldman Sachs MLP Energy Renaissance Fund in Q4 2022 and held it in 3 quarters.
  • Cerity Partners's Goldman Sachs MLP Energy Renaissance Fund position peaked at $248K in Q2 2023.
  • 0 funds tracked by Wall St. Rank held Goldman Sachs MLP Energy Renaissance Fund as of Q3 2023.

Based on Cerity Partners's 13F filing for Q3 2023, filed 14 Nov 2023.