KCS Wealth Advisory’s Goldman Sachs MLP Energy Renaissance Fund GER Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
-161,563
Closed -$2.53M 155
2023
Q2
$2.53M Buy
+161,563
New +$2.22M 0.88% 35

KCS Wealth Advisory's GER Position: Q3 2023 in Review

KCS Wealth Advisory sold out of Goldman Sachs MLP Energy Renaissance Fund (GER) in Q3 2023, closing a stake of 161,563 shares — an estimated $2.53M sold.

KCS Wealth Advisory first reported a position in GER in Q2 2023 and held it in 1 quarter. The position peaked at $2.53M in Q2 2023. 0 funds tracked by Wall St. Rank hold GER as of Q3 2023.

  • KCS Wealth Advisory reported no remaining Goldman Sachs MLP Energy Renaissance Fund position as of Q3 2023 after selling out during the quarter.
  • KCS Wealth Advisory sold 161,563 Goldman Sachs MLP Energy Renaissance Fund shares in Q3 2023, an estimated $2.53M.
  • KCS Wealth Advisory first reported a position in Goldman Sachs MLP Energy Renaissance Fund in Q2 2023 and held it in 1 quarter.
  • KCS Wealth Advisory's Goldman Sachs MLP Energy Renaissance Fund position peaked at $2.53M in Q2 2023.
  • 0 funds tracked by Wall St. Rank held Goldman Sachs MLP Energy Renaissance Fund as of Q3 2023.

Based on KCS Wealth Advisory's 13F filing for Q3 2023, filed 3 Nov 2023.