Baystate Wealth Management’s Guggenheim Enhanced Equity Income Fund GPM Stock Holding History

Baystate Wealth Management’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
2020 Q3	–	Sell	-629	Closed	-$3K	–	780
2020 Q2	$3K	Hold	629	–	–	﹤0.01%	521
2020 Q1	$3K	Hold	629	–	–	﹤0.01%	486
2019 Q4	$5K	Hold	629	–	–	﹤0.01%	461
2019 Q3	$5K	Hold	629	–	–	﹤0.01%	432
2019 Q2	$5K	Buy	+629	New	+$5K	﹤0.01%	441

Other funds holding GPM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Saba Capital Management New York $3.12B AUM 13% 1-Year Est. Return

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Wolverine Asset Management Chicago, Illinois $6.41B AUM 4.78% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return