Truist Financial
GMZ

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

Truist 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
Q1 		– Sell
-1,838
Closed -$78K – 2643
2019
Q4 		$78K Buy
+1,838
New +$78.3K ﹤0.01% 2429

Other funds holding GMZ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TB
Terril Brothers St. Louis, Missouri $388M AUM 29.38% 1-Year Est. Return
QPWM
Quadrant Private Wealth Management Center Valley, Pennsylvania $646M AUM 27.02% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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
MGWM
Marks Group Wealth Management Minnetonka, Minnesota $1.04B AUM 8.96% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Truist Financial's GMZ Position: Q1 2020 in Review

Truist Financial sold out of Goldman Sachs MLP Income Opportunities Fund (GMZ) in Q1 2020, closing a stake of 1,838 shares — an estimated $78K sold.

Truist Financial first reported a position in GMZ in Q4 2019 and held it in 1 quarter. The position peaked at $78K in Q4 2019. 39 funds tracked by Wall St. Rank hold GMZ as of Q1 2020.

  • Truist Financial reported no remaining Goldman Sachs MLP Income Opportunities Fund position as of Q1 2020 after selling out during the quarter.
  • Truist Financial sold 1,838 Goldman Sachs MLP Income Opportunities Fund shares in Q1 2020, an estimated $78K.
  • Truist Financial first reported a position in Goldman Sachs MLP Income Opportunities Fund in Q4 2019 and held it in 1 quarter.
  • Truist Financial's Goldman Sachs MLP Income Opportunities Fund position peaked at $78K in Q4 2019.
  • 39 funds tracked by Wall St. Rank held Goldman Sachs MLP Income Opportunities Fund as of Q1 2020.

Based on Truist Financial's 13F filing for Q1 2020, filed 15 May 2020.