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

Stifel Financial’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	-1,841	Closed	-$14K	–	3024
2020 Q1	$14K	Sell	1,841 -29	-2%	-$912	﹤0.01%	2761
2019 Q4	$79K	Buy	+1,870	New	+$79.6K	﹤0.01%	2902
2019 Q1	–	Sell	-2,455	Closed	-$121K	–	2896
2018 Q4	$121K	Sell	2,455 -264	-10%	-$15K	﹤0.01%	2539
2018 Q3	$176K	Sell	2,719 -257	-9%	-$17K	﹤0.01%	2613
2018 Q2	$188K	Sell	2,976 -1,346	-31%	-$82.8K	﹤0.01%	2562
2018 Q1	$240K	Sell	4,322 -167	-4%	-$10.6K	﹤0.01%	2377
2017 Q4	$282K	Sell	4,489 -4,227	-48%	-$257K	﹤0.01%	2240
2017 Q3	$574K	Sell	8,716 -981	-10%	-$64.6K	﹤0.01%	1804
2017 Q2	$654K	Buy	9,697 +1,266	+15%	+$89.5K	﹤0.01%	1728
2017 Q1	$627K	Sell	8,431 -22,512	-73%	-$1.69M	﹤0.01%	1689
2016 Q4	$2.11M	Buy	30,943 +10,053	+48%	+$662K	0.01%	1012
2016 Q3	$1.39M	Buy	20,890 +3,043	+17%	+$201K	0.01%	1157
2016 Q2	$1.17M	Buy	17,847 +15,274	+594%	+$955K	0.01%	1257
2016 Q1	$138K	Buy	+2,573	New	+$126K	﹤0.01%	2070
2014 Q3	–	Sell	-2,703	Closed	-$394K	–	2355
2014 Q2	$394K	Sell	2,703 -2,046	-43%	-$283K	﹤0.01%	1634
2014 Q1	$634K	Buy	+4,749	New	+$643K	0.01%	1305

Other funds holding GMZ

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

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

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

Terril Brothers St. Louis, Missouri $366M AUM 29.25% 1-Year Est. Return

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

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

Stifel Financial's GMZ Position: Q2 2020 in Review

Stifel Financial sold out of Goldman Sachs MLP Income Opportunities Fund (GMZ) in Q2 2020, closing a stake of 1,841 shares — an estimated $14K sold.

Stifel Financial first reported a position in GMZ in Q1 2014 and held it in 16 quarters. The position peaked at $2.11M in Q4 2016. 34 funds tracked by Wall St. Rank hold GMZ as of Q2 2020.

Stifel Financial reported no remaining Goldman Sachs MLP Income Opportunities Fund position as of Q2 2020 after selling out during the quarter.
Stifel Financial sold 1,841 Goldman Sachs MLP Income Opportunities Fund shares in Q2 2020, an estimated $14K.
Stifel Financial first reported a position in Goldman Sachs MLP Income Opportunities Fund in Q1 2014 and held it in 16 quarters.
Stifel Financial's Goldman Sachs MLP Income Opportunities Fund position peaked at $2.11M in Q4 2016.
34 funds tracked by Wall St. Rank held Goldman Sachs MLP Income Opportunities Fund as of Q2 2020.

Based on Stifel Financial's 13F filing for Q2 2020, filed 14 Aug 2020.