NFG
GMZ

Nations Financial Group’s Goldman Sachs MLP Income Opportunities Fund GMZ Stock Holding History

Nations Financial Group’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
2018
Q1 		– Sell
-7,436
Closed -$465K – 156
2017
Q4 		$465K Buy
+7,436
New +$451K 0.43% 76

Other funds holding GMZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
TB
Terril Brothers St. Louis, Missouri $366M AUM 29.25% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
QPWM
Quadrant Private Wealth Management Center Valley, Pennsylvania $646M AUM 27.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Nations Financial Group's GMZ Position: Q1 2018 in Review

Nations Financial Group sold out of Goldman Sachs MLP Income Opportunities Fund (GMZ) in Q1 2018, closing a stake of 7,436 shares — an estimated $465K sold.

Nations Financial Group first reported a position in GMZ in Q4 2017 and held it in 1 quarter. The position peaked at $465K in Q4 2017. 42 funds tracked by Wall St. Rank hold GMZ as of Q1 2018.

  • Nations Financial Group reported no remaining Goldman Sachs MLP Income Opportunities Fund position as of Q1 2018 after selling out during the quarter.
  • Nations Financial Group sold 7,436 Goldman Sachs MLP Income Opportunities Fund shares in Q1 2018, an estimated $465K.
  • Nations Financial Group first reported a position in Goldman Sachs MLP Income Opportunities Fund in Q4 2017 and held it in 1 quarter.
  • Nations Financial Group's Goldman Sachs MLP Income Opportunities Fund position peaked at $465K in Q4 2017.
  • 42 funds tracked by Wall St. Rank held Goldman Sachs MLP Income Opportunities Fund as of Q1 2018.

Based on Nations Financial Group's 13F filing for Q1 2018, filed 14 May 2018.