PFA
GMZ

Paradigm Financial Advisors’s Goldman Sachs MLP Income Opportunities Fund GMZ Stock Holding History

Paradigm Financial Advisors’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
2014
Q2 		– Sell
-131
Closed -$17K – 239
2014
Q1 		$17K Buy
+131
New +$17.7K 0.02% 177

Other funds holding GMZ

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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
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
MCM
Murphy Capital Management Bedminster, New Jersey $720M AUM 9.22% 1-Year Est. Return
AW
ACG Wealth Atlanta, Georgia $437M AUM 11.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
DFIM
Detwiler Fenton Investment Management Boston, Massachusetts $19.3M AUM
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Paradigm Financial Advisors's GMZ Position: Q2 2014 in Review

Paradigm Financial Advisors sold out of Goldman Sachs MLP Income Opportunities Fund (GMZ) in Q2 2014, closing a stake of 131 shares — an estimated $17K sold.

Paradigm Financial Advisors first reported a position in GMZ in Q1 2014 and held it in 1 quarter. The position peaked at $17K in Q1 2014. 27 funds tracked by Wall St. Rank hold GMZ as of Q2 2014.

  • Paradigm Financial Advisors reported no remaining Goldman Sachs MLP Income Opportunities Fund position as of Q2 2014 after selling out during the quarter.
  • Paradigm Financial Advisors sold 131 Goldman Sachs MLP Income Opportunities Fund shares in Q2 2014, an estimated $17K.
  • Paradigm Financial Advisors first reported a position in Goldman Sachs MLP Income Opportunities Fund in Q1 2014 and held it in 1 quarter.
  • Paradigm Financial Advisors's Goldman Sachs MLP Income Opportunities Fund position peaked at $17K in Q1 2014.
  • 27 funds tracked by Wall St. Rank held Goldman Sachs MLP Income Opportunities Fund as of Q2 2014.

Based on Paradigm Financial Advisors's 13F filing for Q2 2014, filed 28 Jul 2014.