Commonwealth Equity Services’s Goldman Sachs MLP Income Opportunities Fund GMZ Stock Holding History

Commonwealth Equity Services’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
2018 Q4	–	Sell	-1,604	Closed	-$103K	–	2863
2018 Q3	$103K	Buy	1,604 +29	+2%	+$1.91K	﹤0.01%	2637
2018 Q2	$99K	Buy	1,575 +66	+4%	+$4.06K	﹤0.01%	2607
2018 Q1	$82K	Buy	+1,509	New	+$96.1K	﹤0.01%	2560

Other funds holding GMZ

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

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

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

QPWM

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

RJA

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

FFA

First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

Commonwealth Equity Services's GMZ Position: Q4 2018 in Review

Commonwealth Equity Services sold out of Goldman Sachs MLP Income Opportunities Fund (GMZ) in Q4 2018, closing a stake of 1,604 shares — an estimated $103K sold.

Commonwealth Equity Services first reported a position in GMZ in Q1 2018 and held it in 3 quarters. The position peaked at $103K in Q3 2018. 43 funds tracked by Wall St. Rank hold GMZ as of Q4 2018.

Commonwealth Equity Services reported no remaining Goldman Sachs MLP Income Opportunities Fund position as of Q4 2018 after selling out during the quarter.
Commonwealth Equity Services sold 1,604 Goldman Sachs MLP Income Opportunities Fund shares in Q4 2018, an estimated $103K.
Commonwealth Equity Services first reported a position in Goldman Sachs MLP Income Opportunities Fund in Q1 2018 and held it in 3 quarters.
Commonwealth Equity Services's Goldman Sachs MLP Income Opportunities Fund position peaked at $103K in Q3 2018.
43 funds tracked by Wall St. Rank held Goldman Sachs MLP Income Opportunities Fund as of Q4 2018.

Based on Commonwealth Equity Services's 13F filing for Q4 2018, filed 11 Feb 2019.