PWM
GMZ

Perigon Wealth Management’s Goldman Sachs MLP Income Opportunities Fund GMZ Stock Holding History

Perigon Wealth 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
2020
Q2 		– Sell
-1,586
Closed -$14K – 377
2020
Q1 		$14K Buy
+1,586
New +$49.9K ﹤0.01% 317

Other funds holding GMZ

CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
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
TB
Terril Brothers St. Louis, Missouri $388M AUM 29.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
QPWM
Quadrant Private Wealth Management Center Valley, Pennsylvania $646M AUM 27.02% 1-Year Est. Return
6M
6 Meridian Wichita, Kansas $1.37B AUM 17.3% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Perigon Wealth Management's GMZ Position: Q2 2020 in Review

Perigon Wealth Management sold out of Goldman Sachs MLP Income Opportunities Fund (GMZ) in Q2 2020, closing a stake of 1,586 shares — an estimated $14K sold.

Perigon Wealth Management first reported a position in GMZ in Q1 2020 and held it in 1 quarter. The position peaked at $14K in Q1 2020. 34 funds tracked by Wall St. Rank hold GMZ as of Q2 2020.

  • Perigon Wealth Management reported no remaining Goldman Sachs MLP Income Opportunities Fund position as of Q2 2020 after selling out during the quarter.
  • Perigon Wealth Management sold 1,586 Goldman Sachs MLP Income Opportunities Fund shares in Q2 2020, an estimated $14K.
  • Perigon Wealth Management first reported a position in Goldman Sachs MLP Income Opportunities Fund in Q1 2020 and held it in 1 quarter.
  • Perigon Wealth Management's Goldman Sachs MLP Income Opportunities Fund position peaked at $14K in Q1 2020.
  • 34 funds tracked by Wall St. Rank held Goldman Sachs MLP Income Opportunities Fund as of Q2 2020.

Based on Perigon Wealth Management's 13F filing for Q2 2020, filed 29 Jul 2020.