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

United Capital 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
2018 Q3	–	Sell	-2,222	Closed	-$123K	–	1386
2018 Q2	$123K	Hold	2,222	–	–	﹤0.01%	1262
2018 Q1	$115K	Hold	2,222	–	–	﹤0.01%	1267
2017 Q4	$123K	Hold	2,222	–	–	﹤0.01%	1272
2017 Q3	$139K	Hold	2,222	–	–	﹤0.01%	1264
2017 Q2	$144K	Hold	2,222	–	–	﹤0.01%	1235
2017 Q1	$162K	Hold	2,222	–	–	﹤0.01%	1203
2016 Q4	$144K	Buy	+2,222	New	+$140K	﹤0.01%	1214

Other funds holding GER

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

QPWM

Quadrant Private Wealth Management Center Valley, Pennsylvania $447M AUM 19.6% 1-Year Est. Return

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

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

HHAM

HITE Hedge Asset Management Braintree, Massachusetts $1.77B AUM 38.67% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

United Capital Financial Advisors's GER Position: Q3 2018 in Review

United Capital Financial Advisors sold out of Goldman Sachs MLP Energy Renaissance Fund (GER) in Q3 2018, closing a stake of 2,222 shares — an estimated $123K sold.

United Capital Financial Advisors first reported a position in GER in Q4 2016 and held it in 7 quarters. The position peaked at $162K in Q1 2017. 67 funds tracked by Wall St. Rank hold GER as of Q3 2018.

United Capital Financial Advisors reported no remaining Goldman Sachs MLP Energy Renaissance Fund position as of Q3 2018 after selling out during the quarter.
United Capital Financial Advisors sold 2,222 Goldman Sachs MLP Energy Renaissance Fund shares in Q3 2018, an estimated $123K.
United Capital Financial Advisors first reported a position in Goldman Sachs MLP Energy Renaissance Fund in Q4 2016 and held it in 7 quarters.
United Capital Financial Advisors's Goldman Sachs MLP Energy Renaissance Fund position peaked at $162K in Q1 2017.
67 funds tracked by Wall St. Rank held Goldman Sachs MLP Energy Renaissance Fund as of Q3 2018.

Based on United Capital Financial Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.