CFN
GER

Cordasco Financial Network’s Goldman Sachs MLP Energy Renaissance Fund GER Stock Holding History

Cordasco Financial Network’s Portfolio GER Stock Details GER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-203
Closed -$2K – 557
2020
Q2 		$2K Buy
+203
New +$1.6K ﹤0.01% 456

Other funds holding GER

CA
Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $6.48B AUM 30.25% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EIP
Ellis Investment Partners Berwyn, Pennsylvania $660M AUM 26.32% 1-Year Est. Return
SCM
Snow Capital Management Sewickley, Pennsylvania $703M AUM 76.26% 1-Year Est. Return
TB
Terril Brothers St. Louis, Missouri $388M AUM 29.38% 1-Year Est. Return

Cordasco Financial Network's GER Position: Q3 2020 in Review

Cordasco Financial Network sold out of Goldman Sachs MLP Energy Renaissance Fund (GER) in Q3 2020, closing a stake of 203 shares — an estimated $2K sold.

Cordasco Financial Network first reported a position in GER in Q2 2020 and held it in 1 quarter. The position peaked at $2K in Q2 2020. 48 funds tracked by Wall St. Rank hold GER as of Q3 2020.

  • Cordasco Financial Network reported no remaining Goldman Sachs MLP Energy Renaissance Fund position as of Q3 2020 after selling out during the quarter.
  • Cordasco Financial Network sold 203 Goldman Sachs MLP Energy Renaissance Fund shares in Q3 2020, an estimated $2K.
  • Cordasco Financial Network first reported a position in Goldman Sachs MLP Energy Renaissance Fund in Q2 2020 and held it in 1 quarter.
  • Cordasco Financial Network's Goldman Sachs MLP Energy Renaissance Fund position peaked at $2K in Q2 2020.
  • 48 funds tracked by Wall St. Rank held Goldman Sachs MLP Energy Renaissance Fund as of Q3 2020.

Based on Cordasco Financial Network's 13F filing for Q3 2020, filed 13 Oct 2020.