WEC
GMZ

Winslow Evans & Crocker’s Goldman Sachs MLP Income Opportunities Fund GMZ Stock Holding History

Winslow Evans & Crocker’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
2017
Q4 		– Sell
-284
Closed -$18.6K – 1169
2017
Q3 		$18.6K Sell
284
-73
-20% -$4.8K 0.01% 681
2017
Q2 		$24.1K Buy
+357
New +$25.2K 0.01% 712

Other funds holding GMZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
TB
Terril Brothers St. Louis, Missouri $366M AUM 29.25% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
QPWM
Quadrant Private Wealth Management Center Valley, Pennsylvania $646M AUM 27.02% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Winslow Evans & Crocker sold out of Goldman Sachs MLP Income Opportunities Fund (GMZ) in Q4 2017, closing a stake of 284 shares — an estimated $18.6K sold.

Winslow Evans & Crocker first reported a position in GMZ in Q2 2017 and held it in 2 quarters. The position peaked at $24.1K in Q2 2017. 46 funds tracked by Wall St. Rank hold GMZ as of Q4 2017.

  • Winslow Evans & Crocker reported no remaining Goldman Sachs MLP Income Opportunities Fund position as of Q4 2017 after selling out during the quarter.
  • Winslow Evans & Crocker sold 284 Goldman Sachs MLP Income Opportunities Fund shares in Q4 2017, an estimated $18.6K.
  • Winslow Evans & Crocker first reported a position in Goldman Sachs MLP Income Opportunities Fund in Q2 2017 and held it in 2 quarters.
  • Winslow Evans & Crocker's Goldman Sachs MLP Income Opportunities Fund position peaked at $24.1K in Q2 2017.
  • 46 funds tracked by Wall St. Rank held Goldman Sachs MLP Income Opportunities Fund as of Q4 2017.

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