First Foundation Advisors’s Goldman Sachs MLP Income Opportunities Fund GMZ Stock Holding History

First Foundation Advisors’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 Q1	–	Sell	-50,869	Closed	-$2.16M	–	378
2019 Q4	$2.16M	Sell	50,869 -30,600	-38%	-$1.3M	0.11%	126
2019 Q3	$3.95M	Buy	81,469 +1,763	+2%	+$90.2K	0.21%	76
2019 Q2	$4.35M	Buy	79,706 +7,044	+10%	+$387K	0.24%	74
2019 Q1	$4.08M	Buy	72,662 +28,684	+65%	+$1.65M	0.24%	77
2018 Q4	$2.16M	Buy	43,978 +23,058	+110%	+$1.31M	0.14%	101
2018 Q3	$1.35M	Buy	20,920 +412	+2%	+$27.2K	0.07%	145
2018 Q2	$1.29M	Buy	20,508 +1,210	+6%	+$74.4K	0.08%	141
2018 Q1	$1.05M	Buy	19,298 +637	+3%	+$40.5K	0.06%	159
2017 Q4	$1.17M	Buy	+18,661	New	+$1.13M	0.06%	162
2017 Q3	–	Sell	-1,716	Closed	-$116K	–	342
2017 Q2	$116K	Buy	+1,716	New	+$121K	0.01%	302

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

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

RJFSA

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

MGWM

Marks Group Wealth Management Minnetonka, Minnesota $1.04B AUM 8.96% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

First Foundation Advisors's GMZ Position: Q1 2020 in Review

First Foundation Advisors sold out of Goldman Sachs MLP Income Opportunities Fund (GMZ) in Q1 2020, closing a stake of 50,869 shares — an estimated $2.16M sold.

First Foundation Advisors first reported a position in GMZ in Q2 2017 and held it in 10 quarters. The position peaked at $4.35M in Q2 2019. 39 funds tracked by Wall St. Rank hold GMZ as of Q1 2020.

First Foundation Advisors reported no remaining Goldman Sachs MLP Income Opportunities Fund position as of Q1 2020 after selling out during the quarter.
First Foundation Advisors sold 50,869 Goldman Sachs MLP Income Opportunities Fund shares in Q1 2020, an estimated $2.16M.
First Foundation Advisors first reported a position in Goldman Sachs MLP Income Opportunities Fund in Q2 2017 and held it in 10 quarters.
First Foundation Advisors's Goldman Sachs MLP Income Opportunities Fund position peaked at $4.35M in Q2 2019.
39 funds tracked by Wall St. Rank held Goldman Sachs MLP Income Opportunities Fund as of Q1 2020.

Based on First Foundation Advisors's 13F filing for Q1 2020, filed 11 May 2020.