GI
GMZ

Gradient Investments’s Goldman Sachs MLP Income Opportunities Fund GMZ Stock Holding History

Gradient Investments’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
2016
Q3 		– Sell
-302
Closed -$20K – 805
2016
Q2 		$20K Buy
+302
New +$18.9K ﹤0.01% 346

Other funds holding GMZ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BCM
Beck Capital Management Austin, Texas $437M AUM 59.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 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 $366M AUM 29.25% 1-Year Est. Return

Gradient Investments's GMZ Position: Q3 2016 in Review

Gradient Investments sold out of Goldman Sachs MLP Income Opportunities Fund (GMZ) in Q3 2016, closing a stake of 302 shares — an estimated $20K sold.

Gradient Investments first reported a position in GMZ in Q2 2016 and held it in 1 quarter. The position peaked at $20K in Q2 2016. 45 funds tracked by Wall St. Rank hold GMZ as of Q3 2016.

  • Gradient Investments reported no remaining Goldman Sachs MLP Income Opportunities Fund position as of Q3 2016 after selling out during the quarter.
  • Gradient Investments sold 302 Goldman Sachs MLP Income Opportunities Fund shares in Q3 2016, an estimated $20K.
  • Gradient Investments first reported a position in Goldman Sachs MLP Income Opportunities Fund in Q2 2016 and held it in 1 quarter.
  • Gradient Investments's Goldman Sachs MLP Income Opportunities Fund position peaked at $20K in Q2 2016.
  • 45 funds tracked by Wall St. Rank held Goldman Sachs MLP Income Opportunities Fund as of Q3 2016.

Based on Gradient Investments's 13F filing for Q3 2016, filed 11 Oct 2016.