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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q3
Sell
-1,000
Closed -$10K 2299
2020
Q2
$10K Buy
+1,000
New +$10.1K ﹤0.01% 1301

Valeo Financial Advisors's GMZ Position: Q3 2020 in Review

Valeo Financial Advisors sold out of Goldman Sachs MLP Income Opportunities Fund (GMZ) in Q3 2020, closing a stake of 1,000 shares — an estimated $10K sold.

Valeo Financial Advisors first reported a position in GMZ in Q2 2020 and held it in 1 quarter. The position peaked at $10K in Q2 2020. 0 funds tracked by Wall St. Rank hold GMZ as of Q3 2020.

  • Valeo Financial Advisors reported no remaining Goldman Sachs MLP Income Opportunities Fund position as of Q3 2020 after selling out during the quarter.
  • Valeo Financial Advisors sold 1,000 Goldman Sachs MLP Income Opportunities Fund shares in Q3 2020, an estimated $10K.
  • Valeo Financial Advisors first reported a position in Goldman Sachs MLP Income Opportunities Fund in Q2 2020 and held it in 1 quarter.
  • Valeo Financial Advisors's Goldman Sachs MLP Income Opportunities Fund position peaked at $10K in Q2 2020.
  • 0 funds tracked by Wall St. Rank held Goldman Sachs MLP Income Opportunities Fund as of Q3 2020.

Based on Valeo Financial Advisors's 13F filing for Q3 2020, filed 28 Oct 2020.