HGERS
GER

Householder Group Estate & Retirement Specialist’s Goldman Sachs MLP Energy Renaissance Fund GER Stock Holding History

Householder Group Estate & Retirement Specialist’s Portfolio GER Stock Details GER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		$2K Buy
+140
New +$1.86K ﹤0.01% 1116
2022
Q4 		– Sell
-140
Closed -$1K – 1234
2022
Q3 		$1K Buy
+140
New +$1.76K ﹤0.01% 1069

Other funds holding GER

SCM
Saba Capital Management New York $3.62B AUM 12.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EIP
Ellis Investment Partners Berwyn, Pennsylvania $660M AUM 26.32% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return
BCM
Bourgeon Capital Management Darien, Connecticut $679M AUM 50.89% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $250M AUM 26.81% 1-Year Est. Return
EIP
Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return
ZA
Zazove Associates Incline Village, Nevada $1.22B AUM 1.91% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's GER Position: Q1 2023 in Review

Householder Group Estate & Retirement Specialist opened a new position in Goldman Sachs MLP Energy Renaissance Fund (GER) in Q1 2023: 140 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #1116 among its holdings. This is a return to the name: Householder Group Estate & Retirement Specialist previously reported a position in GER as recently as Q3 2022.

Householder Group Estate & Retirement Specialist first reported a position in GER in Q3 2022 and has held it in 2 quarters since. 49 funds tracked by Wall St. Rank hold GER as of Q1 2023.

  • Householder Group Estate & Retirement Specialist held 140 shares of Goldman Sachs MLP Energy Renaissance Fund worth $2K as of Q1 2023.
  • Goldman Sachs MLP Energy Renaissance Fund was a new Householder Group Estate & Retirement Specialist position in Q1 2023.
  • Goldman Sachs MLP Energy Renaissance Fund made up ﹤0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q1 2023, its #1116 holding.
  • Householder Group Estate & Retirement Specialist first reported a position in Goldman Sachs MLP Energy Renaissance Fund in Q3 2022 and has held it in 2 quarters since.
  • 49 funds tracked by Wall St. Rank held Goldman Sachs MLP Energy Renaissance Fund as of Q1 2023.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q1 2023, filed 13 Apr 2023.