DFIM
GMZ

Detwiler Fenton Investment Management’s Goldman Sachs MLP Income Opportunities Fund GMZ Stock Holding History

Detwiler Fenton Investment Management’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
2014
Q4 		– Sell
-12,179
Closed -$1.85M – 84
2014
Q3 		$1.85M Buy
12,179
+85
+0.7% +$12.6K 1.77% 22
2014
Q2 		$1.76M Sell
12,094
-557
-4% -$77.1K 1.42% 25
2014
Q1 		$1.69M Buy
12,651
+120
+1% +$16.2K 1.46% 29
2013
Q4 		$1.82M Buy
+12,531
New +$1.77M 1.64% 22

Other funds holding GMZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
TB
Terril Brothers St. Louis, Missouri $388M AUM 29.38% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Detwiler Fenton Investment Management's GMZ Position: Q4 2014 in Review

Detwiler Fenton Investment Management sold out of Goldman Sachs MLP Income Opportunities Fund (GMZ) in Q4 2014, closing a stake of 12,179 shares — an estimated $1.85M sold.

Detwiler Fenton Investment Management first reported a position in GMZ in Q4 2013 and held it in 4 quarters. The position peaked at $1.85M in Q3 2014. 30 funds tracked by Wall St. Rank hold GMZ as of Q4 2014.

  • Detwiler Fenton Investment Management reported no remaining Goldman Sachs MLP Income Opportunities Fund position as of Q4 2014 after selling out during the quarter.
  • Detwiler Fenton Investment Management sold 12,179 Goldman Sachs MLP Income Opportunities Fund shares in Q4 2014, an estimated $1.85M.
  • Detwiler Fenton Investment Management first reported a position in Goldman Sachs MLP Income Opportunities Fund in Q4 2013 and held it in 4 quarters.
  • Detwiler Fenton Investment Management's Goldman Sachs MLP Income Opportunities Fund position peaked at $1.85M in Q3 2014.
  • 30 funds tracked by Wall St. Rank held Goldman Sachs MLP Income Opportunities Fund as of Q4 2014.

Based on Detwiler Fenton Investment Management's 13F filing for Q4 2014, filed 11 Feb 2015.