Plante Moran Financial Advisors’s Goldman Sachs MLP Energy Renaissance Fund GER Stock Holding History

Plante Moran Financial Advisors’s Portfolio GER Stock Details GER Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-841	Closed	-$33K	–	858
2019 Q4	$33K	Hold	841	–	–	0.01%	390
2019 Q3	$37K	Hold	841	–	–	0.01%	395
2019 Q2	$40K	Hold	841	–	–	0.01%	380
2019 Q1	$42K	Hold	841	–	–	0.01%	371
2018 Q4	$33K	Hold	841	–	–	0.01%	367
2018 Q3	$49K	Hold	841	–	–	0.02%	297
2018 Q2	$46K	Hold	841	–	–	0.02%	344
2018 Q1	$43K	Hold	841	–	–	0.02%	375
2017 Q4	$47K	Hold	841	–	–	0.03%	361
2017 Q3	$53K	Hold	841	–	–	0.03%	294
2017 Q2	$55K	Hold	841	–	–	0.03%	290
2017 Q1	$61K	Hold	841	–	–	0.04%	285
2016 Q4	$54K	Hold	841	–	–	0.03%	313
2016 Q3	$55K	Buy	+841	New	+$53.9K	0.04%	298

Other funds holding GER

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

QPWM

Quadrant Private Wealth Management Center Valley, Pennsylvania $447M AUM 19.6% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

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

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

EIP

Ellis Investment Partners Berwyn, Pennsylvania $576M AUM 16.04% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SCM

Snow Capital Management Sewickley, Pennsylvania $703M AUM 76.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Plante Moran Financial Advisors's GER Position: Q1 2020 in Review

Plante Moran Financial Advisors sold out of Goldman Sachs MLP Energy Renaissance Fund (GER) in Q1 2020, closing a stake of 841 shares — an estimated $33K sold.

Plante Moran Financial Advisors first reported a position in GER in Q3 2016 and held it in 14 quarters. The position peaked at $61K in Q1 2017. 42 funds tracked by Wall St. Rank hold GER as of Q1 2020.

Plante Moran Financial Advisors reported no remaining Goldman Sachs MLP Energy Renaissance Fund position as of Q1 2020 after selling out during the quarter.
Plante Moran Financial Advisors sold 841 Goldman Sachs MLP Energy Renaissance Fund shares in Q1 2020, an estimated $33K.
Plante Moran Financial Advisors first reported a position in Goldman Sachs MLP Energy Renaissance Fund in Q3 2016 and held it in 14 quarters.
Plante Moran Financial Advisors's Goldman Sachs MLP Energy Renaissance Fund position peaked at $61K in Q1 2017.
42 funds tracked by Wall St. Rank held Goldman Sachs MLP Energy Renaissance Fund as of Q1 2020.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2020, filed 7 May 2020.