RWB
GER

RMR Wealth Builders’s Goldman Sachs MLP Energy Renaissance Fund GER Stock Holding History

RMR Wealth Builders’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
2021
Q2 		– Sell
-347
Closed -$3K – 763
2021
Q1 		$3K Buy
+347
New +$3.12K ﹤0.01% 718

Other funds holding GER

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EIP
Ellis Investment Partners Berwyn, Pennsylvania $660M AUM 26.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BCM
Bourgeon Capital Management Darien, Connecticut $679M AUM 50.89% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
SCM
Snow Capital Management Sewickley, Pennsylvania $703M AUM 76.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $250M AUM 26.81% 1-Year Est. Return

RMR Wealth Builders's GER Position: Q2 2021 in Review

RMR Wealth Builders sold out of Goldman Sachs MLP Energy Renaissance Fund (GER) in Q2 2021, closing a stake of 347 shares — an estimated $3K sold.

RMR Wealth Builders first reported a position in GER in Q1 2021 and held it in 1 quarter. The position peaked at $3K in Q1 2021. 52 funds tracked by Wall St. Rank hold GER as of Q2 2021.

  • RMR Wealth Builders reported no remaining Goldman Sachs MLP Energy Renaissance Fund position as of Q2 2021 after selling out during the quarter.
  • RMR Wealth Builders sold 347 Goldman Sachs MLP Energy Renaissance Fund shares in Q2 2021, an estimated $3K.
  • RMR Wealth Builders first reported a position in Goldman Sachs MLP Energy Renaissance Fund in Q1 2021 and held it in 1 quarter.
  • RMR Wealth Builders's Goldman Sachs MLP Energy Renaissance Fund position peaked at $3K in Q1 2021.
  • 52 funds tracked by Wall St. Rank held Goldman Sachs MLP Energy Renaissance Fund as of Q2 2021.

Based on RMR Wealth Builders's 13F filing for Q2 2021, filed 16 Aug 2021.