Crewe Advisors’s Goldman Sachs MLP Energy Renaissance Fund GER Stock Holding History

Crewe Advisors’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
2019 Q1	–	Sell	-151	Closed	-$6K	–	278
2018 Q4	$6K	Buy	151 +4	+3%	+$200	﹤0.01%	195
2018 Q3	$9K	Buy	147 +4	+3%	+$236	0.01%	200
2018 Q2	$8K	Buy	143 +3	+2%	+$169	0.01%	223
2018 Q1	$7K	Buy	140 +4	+3%	+$234	0.01%	232
2017 Q4	$8K	Buy	+136	New	+$7.51K	0.01%	226

Other funds holding GER

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

QPWM

Quadrant Private Wealth Management Center Valley, Pennsylvania $447M AUM 19.6% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Crewe Advisors's GER Position: Q1 2019 in Review

Crewe Advisors sold out of Goldman Sachs MLP Energy Renaissance Fund (GER) in Q1 2019, closing a stake of 151 shares — an estimated $6K sold.

Crewe Advisors first reported a position in GER in Q4 2017 and held it in 5 quarters. The position peaked at $9K in Q3 2018. 48 funds tracked by Wall St. Rank hold GER as of Q1 2019.

Crewe Advisors reported no remaining Goldman Sachs MLP Energy Renaissance Fund position as of Q1 2019 after selling out during the quarter.
Crewe Advisors sold 151 Goldman Sachs MLP Energy Renaissance Fund shares in Q1 2019, an estimated $6K.
Crewe Advisors first reported a position in Goldman Sachs MLP Energy Renaissance Fund in Q4 2017 and held it in 5 quarters.
Crewe Advisors's Goldman Sachs MLP Energy Renaissance Fund position peaked at $9K in Q3 2018.
48 funds tracked by Wall St. Rank held Goldman Sachs MLP Energy Renaissance Fund as of Q1 2019.

Based on Crewe Advisors's 13F filing for Q1 2019, filed 10 May 2019.