WS
GMZ

Wedbush Securities’s Goldman Sachs MLP Income Opportunities Fund GMZ Stock Holding History

Wedbush Securities’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
2019
Q3 		– Sell
-2,107
Closed -$115K – 1051
2019
Q2 		$115K Sell
2,107
-16
-0.8% -$878 0.01% 888
2019
Q1 		$119K Buy
2,123
+575
+37% +$33K 0.01% 842
2018
Q4 		$76K Buy
1,548
+96
+7% +$5.46K 0.01% 776
2018
Q3 		$94K Buy
+1,452
New +$95.8K 0.01% 843
2017
Q3 		– Sell
-1,587
Closed -$107K – 890
2017
Q2 		$107K Buy
1,587
+3
+0.2% +$212 0.01% 771
2017
Q1 		$118K Sell
1,584
-283
-15% -$21.2K 0.02% 762
2016
Q4 		$127K Buy
1,867
+39
+2% +$2.57K 0.02% 720
2016
Q3 		$122K Sell
1,828
-2,065
-53% -$136K 0.02% 732
2016
Q2 		$255K Buy
3,893
+333
+9% +$20.8K 0.04% 527
2016
Q1 		$191K Sell
3,560
-539
-13% -$26.3K 0.03% 603
2015
Q4 		$236K Buy
4,099
+2,432
+146% +$175K 0.04% 506
2015
Q3 		$122K Buy
1,667
+173
+12% +$16.3K 0.02% 608
2015
Q2 		$157K Buy
+1,494
New +$180K 0.03% 611
2014
Q2 		– Sell
-2,348
Closed -$313K – 692
2014
Q1 		$313K Sell
2,348
-141
-6% -$19.1K 0.05% 363
2013
Q4 		$362K Buy
+2,489
New +$351K 0.09% 279

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 $366M AUM 29.25% 1-Year Est. Return
QPWM
Quadrant Private Wealth Management Center Valley, Pennsylvania $646M AUM 27.02% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wedbush Securities's GMZ Position: Q3 2019 in Review

Wedbush Securities sold out of Goldman Sachs MLP Income Opportunities Fund (GMZ) in Q3 2019, closing a stake of 2,107 shares — an estimated $115K sold.

Wedbush Securities first reported a position in GMZ in Q4 2013 and held it in 15 quarters. The position peaked at $362K in Q4 2013. 35 funds tracked by Wall St. Rank hold GMZ as of Q3 2019.

  • Wedbush Securities reported no remaining Goldman Sachs MLP Income Opportunities Fund position as of Q3 2019 after selling out during the quarter.
  • Wedbush Securities sold 2,107 Goldman Sachs MLP Income Opportunities Fund shares in Q3 2019, an estimated $115K.
  • Wedbush Securities first reported a position in Goldman Sachs MLP Income Opportunities Fund in Q4 2013 and held it in 15 quarters.
  • Wedbush Securities's Goldman Sachs MLP Income Opportunities Fund position peaked at $362K in Q4 2013.
  • 35 funds tracked by Wall St. Rank held Goldman Sachs MLP Income Opportunities Fund as of Q3 2019.

Based on Wedbush Securities's 13F filing for Q3 2019, filed 17 Oct 2019.