SIS
GER

Sound Income Strategies’s Goldman Sachs MLP Energy Renaissance Fund GER Stock Holding History

Sound Income Strategies’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
2018
Q4 		– Sell
-158
Closed -$9K – 823
2018
Q3 		$9K Hold
158
– – ﹤0.01% 374
2018
Q2 		$9K Buy
+158
New +$8.91K 0.01% 342

Other funds holding GER

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
QPWM
Quadrant Private Wealth Management Center Valley, Pennsylvania $447M AUM 19.6% 1-Year Est. Return
HHAM
HITE Hedge Asset Management Braintree, Massachusetts $1.77B AUM 38.67% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Sound Income Strategies's GER Position: Q4 2018 in Review

Sound Income Strategies sold out of Goldman Sachs MLP Energy Renaissance Fund (GER) in Q4 2018, closing a stake of 158 shares — an estimated $9K sold.

Sound Income Strategies first reported a position in GER in Q2 2018 and held it in 2 quarters. The position peaked at $9K in Q3 2018. 53 funds tracked by Wall St. Rank hold GER as of Q4 2018.

  • Sound Income Strategies reported no remaining Goldman Sachs MLP Energy Renaissance Fund position as of Q4 2018 after selling out during the quarter.
  • Sound Income Strategies sold 158 Goldman Sachs MLP Energy Renaissance Fund shares in Q4 2018, an estimated $9K.
  • Sound Income Strategies first reported a position in Goldman Sachs MLP Energy Renaissance Fund in Q2 2018 and held it in 2 quarters.
  • Sound Income Strategies's Goldman Sachs MLP Energy Renaissance Fund position peaked at $9K in Q3 2018.
  • 53 funds tracked by Wall St. Rank held Goldman Sachs MLP Energy Renaissance Fund as of Q4 2018.

Based on Sound Income Strategies's 13F filing for Q4 2018, filed 8 Jan 2019.