JP Morgan Private Wealth Advisors’s Goldman Sachs MLP Income Opportunities Fund GMZ Stock Holding History

JP Morgan Private Wealth Advisors’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 Q4	–	Sell	-4,543	Closed	-$293K	–	1632
2018 Q3	$293K	Hold	4,543	–	–	﹤0.01%	1308
2018 Q2	$287K	Buy	4,543 +1,057	+30%	+$65K	﹤0.01%	1225
2018 Q1	$190K	Buy	3,486 +1,029	+42%	+$65.5K	﹤0.01%	1191
2017 Q4	$154K	Buy	+2,457	New	+$149K	﹤0.01%	1210

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 $388M AUM 29.38% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

FFA

First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

JP Morgan Private Wealth Advisors's GMZ Position: Q4 2018 in Review

JP Morgan Private Wealth Advisors sold out of Goldman Sachs MLP Income Opportunities Fund (GMZ) in Q4 2018, closing a stake of 4,543 shares — an estimated $293K sold.

JP Morgan Private Wealth Advisors first reported a position in GMZ in Q4 2017 and held it in 4 quarters. The position peaked at $293K in Q3 2018. 43 funds tracked by Wall St. Rank hold GMZ as of Q4 2018.

JP Morgan Private Wealth Advisors reported no remaining Goldman Sachs MLP Income Opportunities Fund position as of Q4 2018 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 4,543 Goldman Sachs MLP Income Opportunities Fund shares in Q4 2018, an estimated $293K.
JP Morgan Private Wealth Advisors first reported a position in Goldman Sachs MLP Income Opportunities Fund in Q4 2017 and held it in 4 quarters.
JP Morgan Private Wealth Advisors's Goldman Sachs MLP Income Opportunities Fund position peaked at $293K in Q3 2018.
43 funds tracked by Wall St. Rank held Goldman Sachs MLP Income Opportunities Fund as of Q4 2018.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.