Edge Wealth Management’s Goldman Sachs MLP Income Opportunities Fund GMZ Stock Holding History

Edge Wealth 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
2019 Q1	–	Sell	-571	Closed	-$28K	–	624
2018 Q4	$28K	Buy	571 +142	+33%	+$8.08K	0.01%	298
2018 Q3	$28K	Hold	429	–	–	0.01%	326
2018 Q2	$27K	Buy	429 +286	+200%	+$17.6K	0.01%	321
2018 Q1	$8K	Hold	143	–	–	﹤0.01%	419
2017 Q4	$8K	Buy	+143	New	+$8.68K	﹤0.01%	408
2017 Q1	–	Sell	-3,854	Closed	-$263K	–	546
2016 Q4	$263K	Buy	3,854 +529	+16%	+$34.8K	0.1%	100
2016 Q3	$221K	Buy	3,325 +3,218	+3,007%	+$213K	0.09%	101
2016 Q2	$7K	Hold	107	–	–	﹤0.01%	346
2016 Q1	$6K	Buy	+107	New	+$5.22K	﹤0.01%	336
2015 Q4	–	Sell	-6,396	Closed	-$451K	–	496
2015 Q3	$451K	Buy	6,396 +2,793	+78%	+$264K	0.17%	69
2015 Q2	$377K	Sell	3,603 -646	-15%	-$77.9K	0.13%	73
2015 Q1	$500K	Buy	4,249 +575	+16%	+$70.7K	0.17%	68
2014 Q4	$448K	Buy	3,674 +3,419	+1,341%	+$465K	0.16%	69
2014 Q3	$39K	Buy	+255	New	+$37.9K	0.02%	213

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

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

FFA

First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

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

Edge Wealth Management's GMZ Position: Q1 2019 in Review

Edge Wealth Management sold out of Goldman Sachs MLP Income Opportunities Fund (GMZ) in Q1 2019, closing a stake of 571 shares — an estimated $28K sold.

Edge Wealth Management first reported a position in GMZ in Q3 2014 and held it in 14 quarters. The position peaked at $500K in Q1 2015. 38 funds tracked by Wall St. Rank hold GMZ as of Q1 2019.

Edge Wealth Management reported no remaining Goldman Sachs MLP Income Opportunities Fund position as of Q1 2019 after selling out during the quarter.
Edge Wealth Management sold 571 Goldman Sachs MLP Income Opportunities Fund shares in Q1 2019, an estimated $28K.
Edge Wealth Management first reported a position in Goldman Sachs MLP Income Opportunities Fund in Q3 2014 and held it in 14 quarters.
Edge Wealth Management's Goldman Sachs MLP Income Opportunities Fund position peaked at $500K in Q1 2015.
38 funds tracked by Wall St. Rank held Goldman Sachs MLP Income Opportunities Fund as of Q1 2019.

Based on Edge Wealth Management's 13F filing for Q1 2019, filed 11 Apr 2019.