Ameriprise
GPM

Ameriprise’s Guggenheim Enhanced Equity Income Fund GPM Stock Holding History

Ameriprise’s Portfolio GPM Stock Details GPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-21,916
Closed -$172K – 3863
2019
Q1 		$172K Buy
+21,916
New +$168K ﹤0.01% 3575
2017
Q4 		– Sell
-37,365
Closed -$320K – 3842
2017
Q3 		$320K Sell
37,365
-12,148
-25% -$102K ﹤0.01% 3365
2017
Q2 		$409K Sell
49,513
-25,277
-34% -$209K ﹤0.01% 3312
2017
Q1 		$604K Buy
+74,790
New +$612K ﹤0.01% 3113
2013
Q4 		– Sell
-1,000
Closed -$8K – 5958
2013
Q3 		$8K Hold
1,000
– – ﹤0.01% 5077
2013
Q2 		$9K Buy
+1,000
New +$8.99K ﹤0.01% 4897

Other funds holding GPM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return