AA
GPM

Apriem Advisors’s Guggenheim Enhanced Equity Income Fund GPM Stock Holding History

Apriem Advisors’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
2017
Q1 		– Sell
-1,192
Closed -$10K – 791
2016
Q4 		$10K Buy
+1,192
New +$9.31K ﹤0.01% 444

Other funds holding GPM

AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
IA
Icon Advisers Greenwood Village, Colorado $532M AUM 56.47% 1-Year Est. Return

Apriem Advisors's GPM Position: Q1 2017 in Review

Apriem Advisors sold out of Guggenheim Enhanced Equity Income Fund (GPM) in Q1 2017, closing a stake of 1,192 shares — an estimated $10K sold.

Apriem Advisors first reported a position in GPM in Q4 2016 and held it in 1 quarter. The position peaked at $10K in Q4 2016. 49 funds tracked by Wall St. Rank hold GPM as of Q1 2017.

  • Apriem Advisors reported no remaining Guggenheim Enhanced Equity Income Fund position as of Q1 2017 after selling out during the quarter.
  • Apriem Advisors sold 1,192 Guggenheim Enhanced Equity Income Fund shares in Q1 2017, an estimated $10K.
  • Apriem Advisors first reported a position in Guggenheim Enhanced Equity Income Fund in Q4 2016 and held it in 1 quarter.
  • Apriem Advisors's Guggenheim Enhanced Equity Income Fund position peaked at $10K in Q4 2016.
  • 49 funds tracked by Wall St. Rank held Guggenheim Enhanced Equity Income Fund as of Q1 2017.

Based on Apriem Advisors's 13F filing for Q1 2017, filed 15 May 2017.