LWCFA
GMZ

Loring Wolcott & Coolidge Fiduciary Advisors’s Goldman Sachs MLP Income Opportunities Fund GMZ Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
Q4 		– Sell
-411
Closed -$27K – 629
2016
Q3 		$27K Buy
+411
New +$27.2K ﹤0.01% 457

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 $15.9B AUM 53.4% 1-Year Est. Return
TB
Terril Brothers St. Louis, Missouri $388M AUM 29.38% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
SCA
Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's GMZ Position: Q4 2016 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Goldman Sachs MLP Income Opportunities Fund (GMZ) in Q4 2016, closing a stake of 411 shares — an estimated $27K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in GMZ in Q3 2016 and held it in 1 quarter. The position peaked at $27K in Q3 2016. 45 funds tracked by Wall St. Rank hold GMZ as of Q4 2016.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Goldman Sachs MLP Income Opportunities Fund position as of Q4 2016 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 411 Goldman Sachs MLP Income Opportunities Fund shares in Q4 2016, an estimated $27K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Goldman Sachs MLP Income Opportunities Fund in Q3 2016 and held it in 1 quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Goldman Sachs MLP Income Opportunities Fund position peaked at $27K in Q3 2016.
  • 45 funds tracked by Wall St. Rank held Goldman Sachs MLP Income Opportunities Fund as of Q4 2016.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q4 2016, filed 2 Feb 2017.