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

Lenox Wealth 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
2020 Q3	–	Sell	-187	Closed	-$1K	–	665
2020 Q2	$1K	Buy	+187	New	+$1.47K	﹤0.01%	571

Other funds holding GER

Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return

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

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

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

CRC

Curi RMB Capital Chicago, Illinois $6.48B AUM 30.25% 1-Year Est. Return

MWM

Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return

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

EIP

Ellis Investment Partners Berwyn, Pennsylvania $660M AUM 26.32% 1-Year Est. Return

SCM

Snow Capital Management Sewickley, Pennsylvania $703M AUM 76.26% 1-Year Est. Return

Terril Brothers St. Louis, Missouri $388M AUM 29.38% 1-Year Est. Return

Lenox Wealth Advisors's GER Position: Q3 2020 in Review

Lenox Wealth Advisors sold out of Goldman Sachs MLP Energy Renaissance Fund (GER) in Q3 2020, closing a stake of 187 shares — an estimated $1K sold.

Lenox Wealth Advisors first reported a position in GER in Q2 2020 and held it in 1 quarter. The position peaked at $1K in Q2 2020. 48 funds tracked by Wall St. Rank hold GER as of Q3 2020.

Lenox Wealth Advisors reported no remaining Goldman Sachs MLP Energy Renaissance Fund position as of Q3 2020 after selling out during the quarter.
Lenox Wealth Advisors sold 187 Goldman Sachs MLP Energy Renaissance Fund shares in Q3 2020, an estimated $1K.
Lenox Wealth Advisors first reported a position in Goldman Sachs MLP Energy Renaissance Fund in Q2 2020 and held it in 1 quarter.
Lenox Wealth Advisors's Goldman Sachs MLP Energy Renaissance Fund position peaked at $1K in Q2 2020.
48 funds tracked by Wall St. Rank held Goldman Sachs MLP Energy Renaissance Fund as of Q3 2020.

Based on Lenox Wealth Advisors's 13F filing for Q3 2020, filed 7 Oct 2020.