YWP
GER

YorkBridge Wealth Partners’s Goldman Sachs MLP Energy Renaissance Fund GER Stock Holding History

YorkBridge Wealth Partners’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
Q1 		– Sell
-136
Closed -$9K – 934
2016
Q4 		$9K Buy
+136
New +$8.56K 0.01% 620

Other funds holding GER

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CCM
Coe Capital Management Highland Park, Illinois $106M AUM 53.24% 1-Year Est. Return

YorkBridge Wealth Partners's GER Position: Q1 2017 in Review

YorkBridge Wealth Partners sold out of Goldman Sachs MLP Energy Renaissance Fund (GER) in Q1 2017, closing a stake of 136 shares — an estimated $9K sold.

YorkBridge Wealth Partners first reported a position in GER in Q4 2016 and held it in 1 quarter. The position peaked at $9K in Q4 2016. 41 funds tracked by Wall St. Rank hold GER as of Q1 2017.

  • YorkBridge Wealth Partners reported no remaining Goldman Sachs MLP Energy Renaissance Fund position as of Q1 2017 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 136 Goldman Sachs MLP Energy Renaissance Fund shares in Q1 2017, an estimated $9K.
  • YorkBridge Wealth Partners first reported a position in Goldman Sachs MLP Energy Renaissance Fund in Q4 2016 and held it in 1 quarter.
  • YorkBridge Wealth Partners's Goldman Sachs MLP Energy Renaissance Fund position peaked at $9K in Q4 2016.
  • 41 funds tracked by Wall St. Rank held Goldman Sachs MLP Energy Renaissance Fund as of Q1 2017.

Based on YorkBridge Wealth Partners's 13F filing for Q1 2017, filed 5 May 2017.