BWM
GPM

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

KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

Baystate Wealth Management's GPM Position: Q3 2020 in Review

Baystate Wealth Management sold out of Guggenheim Enhanced Equity Income Fund (GPM) in Q3 2020, closing a stake of 629 shares — an estimated $3K sold.

Baystate Wealth Management first reported a position in GPM in Q2 2019 and held it in 5 quarters. The position peaked at $5K in Q4 2019. 51 funds tracked by Wall St. Rank hold GPM as of Q3 2020.

  • Baystate Wealth Management reported no remaining Guggenheim Enhanced Equity Income Fund position as of Q3 2020 after selling out during the quarter.
  • Baystate Wealth Management sold 629 Guggenheim Enhanced Equity Income Fund shares in Q3 2020, an estimated $3K.
  • Baystate Wealth Management first reported a position in Guggenheim Enhanced Equity Income Fund in Q2 2019 and held it in 5 quarters.
  • Baystate Wealth Management's Guggenheim Enhanced Equity Income Fund position peaked at $5K in Q4 2019.
  • 51 funds tracked by Wall St. Rank held Guggenheim Enhanced Equity Income Fund as of Q3 2020.

Based on Baystate Wealth Management's 13F filing for Q3 2020, filed 14 Oct 2020.