STA
GMZ

Summit Trail Advisors’s Goldman Sachs MLP Income Opportunities Fund GMZ Stock Holding History

Summit Trail Advisors’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
-2,314
Closed -$19K – 192
2020
Q1 		$19K Hold
2,314
– – 0.01% 126
2019
Q4 		$98K Buy
+2,314
New +$98.5K 0.06% 70

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 $366M AUM 29.25% 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

Summit Trail Advisors's GMZ Position: Q2 2020 in Review

Summit Trail Advisors sold out of Goldman Sachs MLP Income Opportunities Fund (GMZ) in Q2 2020, closing a stake of 2,314 shares — an estimated $19K sold.

Summit Trail Advisors first reported a position in GMZ in Q4 2019 and held it in 2 quarters. The position peaked at $98K in Q4 2019. 34 funds tracked by Wall St. Rank hold GMZ as of Q2 2020.

  • Summit Trail Advisors reported no remaining Goldman Sachs MLP Income Opportunities Fund position as of Q2 2020 after selling out during the quarter.
  • Summit Trail Advisors sold 2,314 Goldman Sachs MLP Income Opportunities Fund shares in Q2 2020, an estimated $19K.
  • Summit Trail Advisors first reported a position in Goldman Sachs MLP Income Opportunities Fund in Q4 2019 and held it in 2 quarters.
  • Summit Trail Advisors's Goldman Sachs MLP Income Opportunities Fund position peaked at $98K in Q4 2019.
  • 34 funds tracked by Wall St. Rank held Goldman Sachs MLP Income Opportunities Fund as of Q2 2020.

Based on Summit Trail Advisors's 13F filing for Q2 2020, filed 13 Aug 2020.