Creative Planning’s Goldman Sachs MLP Income Opportunities Fund GMZ Stock Holding History

Creative Planning’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	-1,550	Closed	-$100K	–	2179
2018 Q3	$100K	Buy	+1,550	New	+$102K	﹤0.01%	1790
2016 Q2	–	Sell	-86	Closed	-$5K	–	4599
2016 Q1	$5K	Sell	86 -128	-60%	-$6.25K	﹤0.01%	3635
2015 Q4	$12K	Buy	+214	New	+$15.4K	﹤0.01%	3215
2014 Q4	–	Sell	-40	Closed	-$6K	–	4422
2014 Q3	$6K	Buy	+40	New	+$5.94K	﹤0.01%	3231

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 $366M AUM 29.25% 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

Creative Planning's GMZ Position: Q4 2018 in Review

Creative Planning sold out of Goldman Sachs MLP Income Opportunities Fund (GMZ) in Q4 2018, closing a stake of 1,550 shares — an estimated $100K sold.

Creative Planning first reported a position in GMZ in Q3 2014 and held it in 4 quarters. The position peaked at $100K in Q3 2018. 43 funds tracked by Wall St. Rank hold GMZ as of Q4 2018.

Creative Planning reported no remaining Goldman Sachs MLP Income Opportunities Fund position as of Q4 2018 after selling out during the quarter.
Creative Planning sold 1,550 Goldman Sachs MLP Income Opportunities Fund shares in Q4 2018, an estimated $100K.
Creative Planning first reported a position in Goldman Sachs MLP Income Opportunities Fund in Q3 2014 and held it in 4 quarters.
Creative Planning's Goldman Sachs MLP Income Opportunities Fund position peaked at $100K in Q3 2018.
43 funds tracked by Wall St. Rank held Goldman Sachs MLP Income Opportunities Fund as of Q4 2018.

Based on Creative Planning's 13F filing for Q4 2018, filed 1 Feb 2019.