LWA
GMZ

Lenox Wealth Advisors’s Goldman Sachs MLP Income Opportunities Fund GMZ Stock Holding History

Lenox 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
2020
Q1 		– Sell
-639
Closed -$27K – 977
2019
Q4 		$27K Buy
+639
New +$27.2K ﹤0.01% 289

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
TB
Terril Brothers St. Louis, Missouri $388M AUM 29.38% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
MGWM
Marks Group Wealth Management Minnetonka, Minnesota $1.04B AUM 8.96% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Lenox Wealth Advisors's GMZ Position: Q1 2020 in Review

Lenox Wealth Advisors sold out of Goldman Sachs MLP Income Opportunities Fund (GMZ) in Q1 2020, closing a stake of 639 shares — an estimated $27K sold.

Lenox Wealth Advisors first reported a position in GMZ in Q4 2019 and held it in 1 quarter. The position peaked at $27K in Q4 2019. 39 funds tracked by Wall St. Rank hold GMZ as of Q1 2020.

  • Lenox Wealth Advisors reported no remaining Goldman Sachs MLP Income Opportunities Fund position as of Q1 2020 after selling out during the quarter.
  • Lenox Wealth Advisors sold 639 Goldman Sachs MLP Income Opportunities Fund shares in Q1 2020, an estimated $27K.
  • Lenox Wealth Advisors first reported a position in Goldman Sachs MLP Income Opportunities Fund in Q4 2019 and held it in 1 quarter.
  • Lenox Wealth Advisors's Goldman Sachs MLP Income Opportunities Fund position peaked at $27K in Q4 2019.
  • 39 funds tracked by Wall St. Rank held Goldman Sachs MLP Income Opportunities Fund as of Q1 2020.

Based on Lenox Wealth Advisors's 13F filing for Q1 2020, filed 3 Apr 2020.