TCA
GMZ

Transcend Capital Advisors’s Goldman Sachs MLP Income Opportunities Fund GMZ Stock Holding History

Transcend Capital 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
-2,764
Closed -$16K – 227
2020
Q1 		$16K Buy
+2,764
New +$87K ﹤0.01% 209

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

Transcend Capital Advisors's GMZ Position: Q2 2020 in Review

Transcend Capital Advisors sold out of Goldman Sachs MLP Income Opportunities Fund (GMZ) in Q2 2020, closing a stake of 2,764 shares — an estimated $16K sold.

Transcend Capital Advisors first reported a position in GMZ in Q1 2020 and held it in 1 quarter. The position peaked at $16K in Q1 2020. 34 funds tracked by Wall St. Rank hold GMZ as of Q2 2020.

  • Transcend Capital Advisors reported no remaining Goldman Sachs MLP Income Opportunities Fund position as of Q2 2020 after selling out during the quarter.
  • Transcend Capital Advisors sold 2,764 Goldman Sachs MLP Income Opportunities Fund shares in Q2 2020, an estimated $16K.
  • Transcend Capital Advisors first reported a position in Goldman Sachs MLP Income Opportunities Fund in Q1 2020 and held it in 1 quarter.
  • Transcend Capital Advisors's Goldman Sachs MLP Income Opportunities Fund position peaked at $16K in Q1 2020.
  • 34 funds tracked by Wall St. Rank held Goldman Sachs MLP Income Opportunities Fund as of Q2 2020.

Based on Transcend Capital Advisors's 13F filing for Q2 2020, filed 5 Aug 2020.