Financial Perspectives’s Goldman Sachs MLP Energy Renaissance Fund GER Stock Holding History

Financial Perspectives’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
2022 Q1	–	Hold	0	–	–	–	700
2021 Q4	–	Sell	-231	Closed	-$2.52K	–	679
2021 Q3	$2.49K	Hold	231	–	–	﹤0.01%	568
2021 Q2	$2.65K	Sell	231 -2,005	-90%	-$22.1K	﹤0.01%	589
2021 Q1	$231K	Buy	2,236 +2,005	+868%	+$18K	0.01%	384
2020 Q4	$1.76K	Hold	231	–	–	﹤0.01%	548
2020 Q3	$1.38K	Buy	+231	New	+$1.65K	﹤0.01%	515

Other funds holding GER

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

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

Ellis Investment Partners Berwyn, Pennsylvania $576M AUM 16.04% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Wolverine Asset Management Chicago, Illinois $6.41B AUM 4.78% 1-Year Est. Return

Western Wealth Management Golden, Colorado $2.62B AUM 21.3% 1-Year Est. Return

Bourgeon Capital Management Darien, Connecticut $574M AUM 41.69% 1-Year Est. Return

Invenomic Capital Management Boston, Massachusetts $2.17B AUM 0.03% 1-Year Est. Return

Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return