OFG
GMZ

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

OTA 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
2019
Q2 		– Sell
-5,248
Closed -$294K – 62
2019
Q1 		$294K Buy
+5,248
New +$302K 0.25% 33

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
TB
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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

OTA Financial Group's GMZ Position: Q2 2019 in Review

OTA Financial Group sold out of Goldman Sachs MLP Income Opportunities Fund (GMZ) in Q2 2019, closing a stake of 5,248 shares — an estimated $294K sold.

OTA Financial Group first reported a position in GMZ in Q1 2019 and held it in 1 quarter. The position peaked at $294K in Q1 2019. 39 funds tracked by Wall St. Rank hold GMZ as of Q2 2019.

  • OTA Financial Group reported no remaining Goldman Sachs MLP Income Opportunities Fund position as of Q2 2019 after selling out during the quarter.
  • OTA Financial Group sold 5,248 Goldman Sachs MLP Income Opportunities Fund shares in Q2 2019, an estimated $294K.
  • OTA Financial Group first reported a position in Goldman Sachs MLP Income Opportunities Fund in Q1 2019 and held it in 1 quarter.
  • OTA Financial Group's Goldman Sachs MLP Income Opportunities Fund position peaked at $294K in Q1 2019.
  • 39 funds tracked by Wall St. Rank held Goldman Sachs MLP Income Opportunities Fund as of Q2 2019.

Based on OTA Financial Group's 13F filing for Q2 2019, filed 22 Jul 2019.