KFA
GMZ

Kelleher Financial Advisors’s Goldman Sachs MLP Income Opportunities Fund GMZ Stock Holding History

Kelleher Financial 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
2016
Q2 		– Sell
-79
Closed -$4K – 220
2016
Q1 		$4K Buy
+79
New +$3.86K ﹤0.01% 219

Other funds holding GMZ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
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
BCM
Beck Capital Management Austin, Texas $437M AUM 59.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Kelleher Financial Advisors's GMZ Position: Q2 2016 in Review

Kelleher Financial Advisors sold out of Goldman Sachs MLP Income Opportunities Fund (GMZ) in Q2 2016, closing a stake of 79 shares — an estimated $4K sold.

Kelleher Financial Advisors first reported a position in GMZ in Q1 2016 and held it in 1 quarter. The position peaked at $4K in Q1 2016. 43 funds tracked by Wall St. Rank hold GMZ as of Q2 2016.

  • Kelleher Financial Advisors reported no remaining Goldman Sachs MLP Income Opportunities Fund position as of Q2 2016 after selling out during the quarter.
  • Kelleher Financial Advisors sold 79 Goldman Sachs MLP Income Opportunities Fund shares in Q2 2016, an estimated $4K.
  • Kelleher Financial Advisors first reported a position in Goldman Sachs MLP Income Opportunities Fund in Q1 2016 and held it in 1 quarter.
  • Kelleher Financial Advisors's Goldman Sachs MLP Income Opportunities Fund position peaked at $4K in Q1 2016.
  • 43 funds tracked by Wall St. Rank held Goldman Sachs MLP Income Opportunities Fund as of Q2 2016.

Based on Kelleher Financial Advisors's 13F filing for Q2 2016, filed 3 Aug 2016.