GFP
GMZ

Gryphon Financial Partners’s Goldman Sachs MLP Income Opportunities Fund GMZ Stock Holding History

Gryphon Financial Partners’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
2018
Q3 		– Sell
-43
Closed -$3K – 926
2018
Q2 		$3K Buy
+43
New +$2.64K ﹤0.01% 795

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TB
Terril Brothers St. Louis, Missouri $388M AUM 29.38% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
QPWM
Quadrant Private Wealth Management Center Valley, Pennsylvania $646M AUM 27.02% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Gryphon Financial Partners's GMZ Position: Q3 2018 in Review

Gryphon Financial Partners sold out of Goldman Sachs MLP Income Opportunities Fund (GMZ) in Q3 2018, closing a stake of 43 shares — an estimated $3K sold.

Gryphon Financial Partners first reported a position in GMZ in Q2 2018 and held it in 1 quarter. The position peaked at $3K in Q2 2018. 44 funds tracked by Wall St. Rank hold GMZ as of Q3 2018.

  • Gryphon Financial Partners reported no remaining Goldman Sachs MLP Income Opportunities Fund position as of Q3 2018 after selling out during the quarter.
  • Gryphon Financial Partners sold 43 Goldman Sachs MLP Income Opportunities Fund shares in Q3 2018, an estimated $3K.
  • Gryphon Financial Partners first reported a position in Goldman Sachs MLP Income Opportunities Fund in Q2 2018 and held it in 1 quarter.
  • Gryphon Financial Partners's Goldman Sachs MLP Income Opportunities Fund position peaked at $3K in Q2 2018.
  • 44 funds tracked by Wall St. Rank held Goldman Sachs MLP Income Opportunities Fund as of Q3 2018.

Based on Gryphon Financial Partners's 13F filing for Q3 2018, filed 6 Nov 2018.