WEC
GER

Winslow Evans & Crocker’s Goldman Sachs MLP Energy Renaissance Fund GER Stock Holding History

Winslow Evans & Crocker’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
2017
Q4 		– Sell
-202
Closed -$12.7K – 1164
2017
Q3 		$12.7K Sell
202
-76
-27% -$4.78K ﹤0.01% 771
2017
Q2 		$18K Buy
+278
New +$19.1K ﹤0.01% 771
2016
Q1 		– Sell
-28
Closed -$1.37K – 1346
2015
Q4 		$1.37K Hold
28
– – ﹤0.01% 1274
2015
Q3 		$2.08K Buy
+28
New +$2.71K ﹤0.01% 1172

Other funds holding GER

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
QPWM
Quadrant Private Wealth Management Center Valley, Pennsylvania $646M AUM 27.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Royal Bank of Canada
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

Winslow Evans & Crocker's GER Position: Q4 2017 in Review

Winslow Evans & Crocker sold out of Goldman Sachs MLP Energy Renaissance Fund (GER) in Q4 2017, closing a stake of 202 shares — an estimated $12.7K sold.

Winslow Evans & Crocker first reported a position in GER in Q3 2015 and held it in 4 quarters. The position peaked at $18K in Q2 2017. 56 funds tracked by Wall St. Rank hold GER as of Q4 2017.

  • Winslow Evans & Crocker reported no remaining Goldman Sachs MLP Energy Renaissance Fund position as of Q4 2017 after selling out during the quarter.
  • Winslow Evans & Crocker sold 202 Goldman Sachs MLP Energy Renaissance Fund shares in Q4 2017, an estimated $12.7K.
  • Winslow Evans & Crocker first reported a position in Goldman Sachs MLP Energy Renaissance Fund in Q3 2015 and held it in 4 quarters.
  • Winslow Evans & Crocker's Goldman Sachs MLP Energy Renaissance Fund position peaked at $18K in Q2 2017.
  • 56 funds tracked by Wall St. Rank held Goldman Sachs MLP Energy Renaissance Fund as of Q4 2017.

Based on Winslow Evans & Crocker's 13F filing for Q4 2017, filed 19 Jan 2018.