MFS
GER

Madrona Financial Services’s Goldman Sachs MLP Energy Renaissance Fund GER Stock Holding History

Madrona Financial Services’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
2019
Q1 		– Sell
-1,566
Closed -$62K – 47
2018
Q4 		$62K Buy
+1,566
New +$78.4K 0.05% 40

Other funds holding GER

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
QPWM
Quadrant Private Wealth Management Center Valley, Pennsylvania $447M AUM 19.6% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Madrona Financial Services's GER Position: Q1 2019 in Review

Madrona Financial Services sold out of Goldman Sachs MLP Energy Renaissance Fund (GER) in Q1 2019, closing a stake of 1,566 shares — an estimated $62K sold.

Madrona Financial Services first reported a position in GER in Q4 2018 and held it in 1 quarter. The position peaked at $62K in Q4 2018. 48 funds tracked by Wall St. Rank hold GER as of Q1 2019.

  • Madrona Financial Services reported no remaining Goldman Sachs MLP Energy Renaissance Fund position as of Q1 2019 after selling out during the quarter.
  • Madrona Financial Services sold 1,566 Goldman Sachs MLP Energy Renaissance Fund shares in Q1 2019, an estimated $62K.
  • Madrona Financial Services first reported a position in Goldman Sachs MLP Energy Renaissance Fund in Q4 2018 and held it in 1 quarter.
  • Madrona Financial Services's Goldman Sachs MLP Energy Renaissance Fund position peaked at $62K in Q4 2018.
  • 48 funds tracked by Wall St. Rank held Goldman Sachs MLP Energy Renaissance Fund as of Q1 2019.

Based on Madrona Financial Services's 13F filing for Q1 2019, filed 18 Apr 2019.