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

EPG 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
2020 Q2	–	Sell	-198	Closed	-$2K	–	852
2020 Q1	$2K	Buy	+198	New	+$6.23K	﹤0.01%	715

Other funds holding GMZ

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Terril Brothers St. Louis, Missouri $388M AUM 29.38% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

QPWM

Quadrant Private Wealth Management Center Valley, Pennsylvania $646M AUM 27.02% 1-Year Est. Return

6 Meridian Wichita, Kansas $1.37B AUM 17.3% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

EPG Wealth Management's GMZ Position: Q2 2020 in Review

EPG Wealth Management sold out of Goldman Sachs MLP Income Opportunities Fund (GMZ) in Q2 2020, closing a stake of 198 shares — an estimated $2K sold.

EPG Wealth Management first reported a position in GMZ in Q1 2020 and held it in 1 quarter. The position peaked at $2K in Q1 2020. 34 funds tracked by Wall St. Rank hold GMZ as of Q2 2020.

EPG Wealth Management reported no remaining Goldman Sachs MLP Income Opportunities Fund position as of Q2 2020 after selling out during the quarter.
EPG Wealth Management sold 198 Goldman Sachs MLP Income Opportunities Fund shares in Q2 2020, an estimated $2K.
EPG Wealth Management first reported a position in Goldman Sachs MLP Income Opportunities Fund in Q1 2020 and held it in 1 quarter.
EPG Wealth Management's Goldman Sachs MLP Income Opportunities Fund position peaked at $2K in Q1 2020.
34 funds tracked by Wall St. Rank held Goldman Sachs MLP Income Opportunities Fund as of Q2 2020.

Based on EPG Wealth Management's 13F filing for Q2 2020, filed 6 Aug 2020.