GWM
GMZ

Gupta Wealth Management’s Goldman Sachs MLP Income Opportunities Fund GMZ Stock Holding History

Gupta Wealth Management’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
Q1 		– Sell
-1,373
Closed -$79K – 1328
2015
Q4 		$79K Buy
+1,373
New +$99K 0.02% 366

Other funds holding GMZ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BRF
B. Riley Financial Los Angeles, California $434M AUM 751.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Gupta Wealth Management's GMZ Position: Q1 2016 in Review

Gupta Wealth Management sold out of Goldman Sachs MLP Income Opportunities Fund (GMZ) in Q1 2016, closing a stake of 1,373 shares — an estimated $79K sold.

Gupta Wealth Management first reported a position in GMZ in Q4 2015 and held it in 1 quarter. The position peaked at $79K in Q4 2015. 42 funds tracked by Wall St. Rank hold GMZ as of Q1 2016.

  • Gupta Wealth Management reported no remaining Goldman Sachs MLP Income Opportunities Fund position as of Q1 2016 after selling out during the quarter.
  • Gupta Wealth Management sold 1,373 Goldman Sachs MLP Income Opportunities Fund shares in Q1 2016, an estimated $79K.
  • Gupta Wealth Management first reported a position in Goldman Sachs MLP Income Opportunities Fund in Q4 2015 and held it in 1 quarter.
  • Gupta Wealth Management's Goldman Sachs MLP Income Opportunities Fund position peaked at $79K in Q4 2015.
  • 42 funds tracked by Wall St. Rank held Goldman Sachs MLP Income Opportunities Fund as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.