M&T Bank’s Goldman Sachs MLP Income Opportunities Fund GMZ Stock Holding History

M&T Bank’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
2019 Q3	–	Sell	-2,453	Closed	-$134K	–	1675
2019 Q2	$134K	Buy	2,453 +11	+0.5%	+$604	﹤0.01%	1475
2019 Q1	$137K	Hold	2,442	–	–	﹤0.01%	1460
2018 Q4	$120K	Buy	+2,442	New	+$139K	﹤0.01%	1338
2015 Q3	–	Sell	-2,485	Closed	-$260K	–	2093
2015 Q2	$260K	Buy	2,485 +235	+10%	+$28.4K	﹤0.01%	1584
2015 Q1	$266K	Hold	2,250	–	–	﹤0.01%	1540
2014 Q4	$275K	Buy	2,250 +107	+5%	+$14.6K	﹤0.01%	1546
2014 Q3	$326K	Buy	+2,143	New	+$318K	﹤0.01%	1507

Other funds holding GMZ

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Terril Brothers St. Louis, Missouri $366M AUM 29.25% 1-Year Est. Return

QPWM

Quadrant Private Wealth Management Center Valley, Pennsylvania $646M AUM 27.02% 1-Year Est. Return

FFA

First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

M&T Bank's GMZ Position: Q3 2019 in Review

M&T Bank sold out of Goldman Sachs MLP Income Opportunities Fund (GMZ) in Q3 2019, closing a stake of 2,453 shares — an estimated $134K sold.

M&T Bank first reported a position in GMZ in Q3 2014 and held it in 7 quarters. The position peaked at $326K in Q3 2014. 35 funds tracked by Wall St. Rank hold GMZ as of Q3 2019.

M&T Bank reported no remaining Goldman Sachs MLP Income Opportunities Fund position as of Q3 2019 after selling out during the quarter.
M&T Bank sold 2,453 Goldman Sachs MLP Income Opportunities Fund shares in Q3 2019, an estimated $134K.
M&T Bank first reported a position in Goldman Sachs MLP Income Opportunities Fund in Q3 2014 and held it in 7 quarters.
M&T Bank's Goldman Sachs MLP Income Opportunities Fund position peaked at $326K in Q3 2014.
35 funds tracked by Wall St. Rank held Goldman Sachs MLP Income Opportunities Fund as of Q3 2019.

Based on M&T Bank's 13F filing for Q3 2019, filed 12 Nov 2019.