Morse Asset Management’s Goldman Sachs MLP Income Opportunities Fund GMZ Stock Holding History

Morse Asset Management’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 Q4	–	Sell	-1,714	Closed	-$83K	–	146
2019 Q3	$83K	Hold	1,714	–	–	0.03%	122
2019 Q2	$93K	Buy	+1,714	New	+$94.1K	0.03%	130

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

RJA

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

LCM

Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return

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

FFA

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

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Morse Asset Management's GMZ Position: Q4 2019 in Review

Morse Asset Management sold out of Goldman Sachs MLP Income Opportunities Fund (GMZ) in Q4 2019, closing a stake of 1,714 shares — an estimated $83K sold.

Morse Asset Management first reported a position in GMZ in Q2 2019 and held it in 2 quarters. The position peaked at $93K in Q2 2019. 46 funds tracked by Wall St. Rank hold GMZ as of Q4 2019.

Morse Asset Management reported no remaining Goldman Sachs MLP Income Opportunities Fund position as of Q4 2019 after selling out during the quarter.
Morse Asset Management sold 1,714 Goldman Sachs MLP Income Opportunities Fund shares in Q4 2019, an estimated $83K.
Morse Asset Management first reported a position in Goldman Sachs MLP Income Opportunities Fund in Q2 2019 and held it in 2 quarters.
Morse Asset Management's Goldman Sachs MLP Income Opportunities Fund position peaked at $93K in Q2 2019.
46 funds tracked by Wall St. Rank held Goldman Sachs MLP Income Opportunities Fund as of Q4 2019.

Based on Morse Asset Management's 13F filing for Q4 2019, filed 31 Jan 2020.