VCWA
GER

Vanguard Capital Wealth Advisors’s Goldman Sachs MLP Energy Renaissance Fund GER Stock Holding History

Vanguard Capital Wealth 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
2021
Q1 		– Sell
-18,040
Closed -$136K – 170
2020
Q4 		$136K Buy
+18,040
New +$129K 0.13% 129

Other funds holding GER

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BCM
Bourgeon Capital Management Darien, Connecticut $679M AUM 50.89% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
EIP
Ellis Investment Partners Berwyn, Pennsylvania $576M AUM 16.04% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
QC
Quantedge Capital Singapore $183M AUM 37.27% 1-Year Est. Return
SCM
Snow Capital Management Sewickley, Pennsylvania $703M AUM 76.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Vanguard Capital Wealth Advisors's GER Position: Q1 2021 in Review

Vanguard Capital Wealth Advisors sold out of Goldman Sachs MLP Energy Renaissance Fund (GER) in Q1 2021, closing a stake of 18,040 shares — an estimated $136K sold.

Vanguard Capital Wealth Advisors first reported a position in GER in Q4 2020 and held it in 1 quarter. The position peaked at $136K in Q4 2020. 56 funds tracked by Wall St. Rank hold GER as of Q1 2021.

  • Vanguard Capital Wealth Advisors reported no remaining Goldman Sachs MLP Energy Renaissance Fund position as of Q1 2021 after selling out during the quarter.
  • Vanguard Capital Wealth Advisors sold 18,040 Goldman Sachs MLP Energy Renaissance Fund shares in Q1 2021, an estimated $136K.
  • Vanguard Capital Wealth Advisors first reported a position in Goldman Sachs MLP Energy Renaissance Fund in Q4 2020 and held it in 1 quarter.
  • Vanguard Capital Wealth Advisors's Goldman Sachs MLP Energy Renaissance Fund position peaked at $136K in Q4 2020.
  • 56 funds tracked by Wall St. Rank held Goldman Sachs MLP Energy Renaissance Fund as of Q1 2021.

Based on Vanguard Capital Wealth Advisors's 13F filing for Q1 2021, filed 12 Apr 2021.