Graves Light Lenhart Wealth’s Goldman Sachs MLP Income Opportunities Fund GMZ Stock Holding History

Graves Light Lenhart Wealth’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	-3,257	Closed	-$138K	–	184
2019 Q4	$138K	Hold	3,257	–	–	0.03%	174
2019 Q3	$141K	Buy	+3,257	New	+$167K	0.03%	170
2019 Q1	–	Sell	-2,178	Closed	-$107K	–	171
2018 Q4	$107K	Buy	+2,178	New	+$124K	0.03%	145

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

Graves Light Lenhart Wealth's GMZ Position: Q1 2020 in Review

Graves Light Lenhart Wealth sold out of Goldman Sachs MLP Income Opportunities Fund (GMZ) in Q1 2020, closing a stake of 3,257 shares — an estimated $138K sold.

Graves Light Lenhart Wealth first reported a position in GMZ in Q4 2018 and held it in 3 quarters. The position peaked at $141K in Q3 2019. 39 funds tracked by Wall St. Rank hold GMZ as of Q1 2020.

Graves Light Lenhart Wealth reported no remaining Goldman Sachs MLP Income Opportunities Fund position as of Q1 2020 after selling out during the quarter.
Graves Light Lenhart Wealth sold 3,257 Goldman Sachs MLP Income Opportunities Fund shares in Q1 2020, an estimated $138K.
Graves Light Lenhart Wealth first reported a position in Goldman Sachs MLP Income Opportunities Fund in Q4 2018 and held it in 3 quarters.
Graves Light Lenhart Wealth's Goldman Sachs MLP Income Opportunities Fund position peaked at $141K in Q3 2019.
39 funds tracked by Wall St. Rank held Goldman Sachs MLP Income Opportunities Fund as of Q1 2020.

Based on Graves Light Lenhart Wealth's 13F filing for Q1 2020, filed 29 Apr 2020.