MPWT
GMZ

MassMutual Private Wealth & Trust’s Goldman Sachs MLP Income Opportunities Fund GMZ Stock Holding History

MassMutual Private Wealth & Trust’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
2015
Q4 		– Sell
-286
Closed -$43.5K – 987
2015
Q3 		$43.5K Buy
+286
New +$27K 0.01% 386
2014
Q4 		– Sell
-286
Closed -$38.9K – 802
2014
Q3 		$43.5K Buy
+286
New +$42.5K 0.01% 377

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
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WAM
Weiss Asset Management Boston, Massachusetts $5.91B AUM 42.42% 1-Year Est. Return

MassMutual Private Wealth & Trust's GMZ Position: Q4 2015 in Review

MassMutual Private Wealth & Trust sold out of Goldman Sachs MLP Income Opportunities Fund (GMZ) in Q4 2015, closing a stake of 286 shares — an estimated $43.5K sold.

MassMutual Private Wealth & Trust first reported a position in GMZ in Q3 2014 and held it in 2 quarters. The position peaked at $43.5K in Q3 2015. 45 funds tracked by Wall St. Rank hold GMZ as of Q4 2015.

  • MassMutual Private Wealth & Trust reported no remaining Goldman Sachs MLP Income Opportunities Fund position as of Q4 2015 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 286 Goldman Sachs MLP Income Opportunities Fund shares in Q4 2015, an estimated $43.5K.
  • MassMutual Private Wealth & Trust first reported a position in Goldman Sachs MLP Income Opportunities Fund in Q3 2014 and held it in 2 quarters.
  • MassMutual Private Wealth & Trust's Goldman Sachs MLP Income Opportunities Fund position peaked at $43.5K in Q3 2015.
  • 45 funds tracked by Wall St. Rank held Goldman Sachs MLP Income Opportunities Fund as of Q4 2015.

Based on MassMutual Private Wealth & Trust's 13F filing for Q4 2015, filed 12 Feb 2016.