CFD
GER

Creative Financial Designs’s Goldman Sachs MLP Energy Renaissance Fund GER Stock Holding History

Creative Financial Designs’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
2021
Q1 		– Sell
-211
Closed -$2K – 1376
2020
Q4 		$2K Hold
211
– – ﹤0.01% 1159
2020
Q3 		$1K Hold
211
– – ﹤0.01% 1189
2020
Q2 		$2K Buy
+211
New +$1.66K ﹤0.01% 1063

Other funds holding GER

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
BCM
Bourgeon Capital Management Darien, Connecticut $679M AUM 50.89% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
EIP
Ellis Investment Partners Berwyn, Pennsylvania $660M AUM 26.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
QC
Quantedge Capital Singapore $132M AUM 56.43% 1-Year Est. Return
SCM
Snow Capital Management Sewickley, Pennsylvania $703M AUM 76.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Creative Financial Designs's GER Position: Q1 2021 in Review

Creative Financial Designs sold out of Goldman Sachs MLP Energy Renaissance Fund (GER) in Q1 2021, closing a stake of 211 shares — an estimated $2K sold.

Creative Financial Designs first reported a position in GER in Q2 2020 and held it in 3 quarters. The position peaked at $2K in Q4 2020. 56 funds tracked by Wall St. Rank hold GER as of Q1 2021.

  • Creative Financial Designs reported no remaining Goldman Sachs MLP Energy Renaissance Fund position as of Q1 2021 after selling out during the quarter.
  • Creative Financial Designs sold 211 Goldman Sachs MLP Energy Renaissance Fund shares in Q1 2021, an estimated $2K.
  • Creative Financial Designs first reported a position in Goldman Sachs MLP Energy Renaissance Fund in Q2 2020 and held it in 3 quarters.
  • Creative Financial Designs's Goldman Sachs MLP Energy Renaissance Fund position peaked at $2K in Q4 2020.
  • 56 funds tracked by Wall St. Rank held Goldman Sachs MLP Energy Renaissance Fund as of Q1 2021.

Based on Creative Financial Designs's 13F filing for Q1 2021, filed 19 Apr 2021.