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GER

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

Transamerica 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
2016
Q4 		– Sell
-222
Closed -$15K – 478
2016
Q3 		$15K Buy
+222
New +$14.2K ﹤0.01% 247

Other funds holding GER

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
CCM
Coe Capital Management Highland Park, Illinois $106M AUM 53.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Transamerica Financial Advisors's GER Position: Q4 2016 in Review

Transamerica Financial Advisors sold out of Goldman Sachs MLP Energy Renaissance Fund (GER) in Q4 2016, closing a stake of 222 shares — an estimated $15K sold.

Transamerica Financial Advisors first reported a position in GER in Q3 2016 and held it in 1 quarter. The position peaked at $15K in Q3 2016. 48 funds tracked by Wall St. Rank hold GER as of Q4 2016.

  • Transamerica Financial Advisors reported no remaining Goldman Sachs MLP Energy Renaissance Fund position as of Q4 2016 after selling out during the quarter.
  • Transamerica Financial Advisors sold 222 Goldman Sachs MLP Energy Renaissance Fund shares in Q4 2016, an estimated $15K.
  • Transamerica Financial Advisors first reported a position in Goldman Sachs MLP Energy Renaissance Fund in Q3 2016 and held it in 1 quarter.
  • Transamerica Financial Advisors's Goldman Sachs MLP Energy Renaissance Fund position peaked at $15K in Q3 2016.
  • 48 funds tracked by Wall St. Rank held Goldman Sachs MLP Energy Renaissance Fund as of Q4 2016.

Based on Transamerica Financial Advisors's 13F filing for Q4 2016, filed 2 Feb 2017.