IFP Advisors’s Goldman Sachs MLP Energy Renaissance Fund GER Stock Holding History

IFP Advisors’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
2019 Q1	–	Sell	-389	Closed	-$15K	–	3613
2018 Q4	$15K	Hold	389	–	–	﹤0.01%	2310
2018 Q3	$23K	Sell	389 -1,146	-75%	-$67.7K	﹤0.01%	2391
2018 Q2	$85K	Buy	1,535 +35	+2%	+$1.97K	﹤0.01%	1579
2018 Q1	$83K	Hold	1,500	–	–	﹤0.01%	1501
2017 Q4	$83K	Buy	1,500 +389	+35%	+$21.5K	﹤0.01%	1513
2017 Q3	$70K	Buy	1,111 +222	+25%	+$14K	﹤0.01%	1789
2017 Q2	$58K	Buy	889 +556	+167%	+$38.2K	﹤0.01%	1873
2017 Q1	$24K	Sell	333 -556	-63%	-$40.5K	﹤0.01%	2388
2016 Q4	$58K	Hold	889	–	–	﹤0.01%	1796
2016 Q3	$58K	Sell	889 -400	-31%	-$25.6K	﹤0.01%	1719
2016 Q2	$83K	Buy	+1,289	New	+$76K	﹤0.01%	1451
2016 Q1	–	Sell	-456	Closed	-$22K	–	3603
2015 Q4	$22K	Buy	+456	New	+$32.4K	﹤0.01%	2118

Other funds holding GER

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

QPWM

Quadrant Private Wealth Management Center Valley, Pennsylvania $447M AUM 19.6% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

IFP Advisors's GER Position: Q1 2019 in Review

IFP Advisors sold out of Goldman Sachs MLP Energy Renaissance Fund (GER) in Q1 2019, closing a stake of 389 shares — an estimated $15K sold.

IFP Advisors first reported a position in GER in Q4 2015 and held it in 12 quarters. The position peaked at $85K in Q2 2018. 48 funds tracked by Wall St. Rank hold GER as of Q1 2019.

IFP Advisors reported no remaining Goldman Sachs MLP Energy Renaissance Fund position as of Q1 2019 after selling out during the quarter.
IFP Advisors sold 389 Goldman Sachs MLP Energy Renaissance Fund shares in Q1 2019, an estimated $15K.
IFP Advisors first reported a position in Goldman Sachs MLP Energy Renaissance Fund in Q4 2015 and held it in 12 quarters.
IFP Advisors's Goldman Sachs MLP Energy Renaissance Fund position peaked at $85K in Q2 2018.
48 funds tracked by Wall St. Rank held Goldman Sachs MLP Energy Renaissance Fund as of Q1 2019.

Based on IFP Advisors's 13F filing for Q1 2019, filed 15 May 2019.