CIAS
GPM

Capital Investment Advisory Services’s Guggenheim Enhanced Equity Income Fund GPM Stock Holding History

Capital Investment Advisory Services’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
Q4 		– Sell
-2,425
Closed -$19K – 1437
2019
Q3 		$19K Hold
2,425
– – 0.01% 831
2019
Q2 		$20K Buy
2,425
+740
+44% +$5.88K 0.01% 786
2019
Q1 		$13K Hold
1,685
– – ﹤0.01% 798
2018
Q4 		$11K Buy
+1,685
New +$13.3K ﹤0.01% 801

Other funds holding GPM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Capital Investment Advisory Services's GPM Position: Q4 2019 in Review

Capital Investment Advisory Services sold out of Guggenheim Enhanced Equity Income Fund (GPM) in Q4 2019, closing a stake of 2,425 shares — an estimated $19K sold.

Capital Investment Advisory Services first reported a position in GPM in Q4 2018 and held it in 4 quarters. The position peaked at $20K in Q2 2019. 44 funds tracked by Wall St. Rank hold GPM as of Q4 2019.

  • Capital Investment Advisory Services reported no remaining Guggenheim Enhanced Equity Income Fund position as of Q4 2019 after selling out during the quarter.
  • Capital Investment Advisory Services sold 2,425 Guggenheim Enhanced Equity Income Fund shares in Q4 2019, an estimated $19K.
  • Capital Investment Advisory Services first reported a position in Guggenheim Enhanced Equity Income Fund in Q4 2018 and held it in 4 quarters.
  • Capital Investment Advisory Services's Guggenheim Enhanced Equity Income Fund position peaked at $20K in Q2 2019.
  • 44 funds tracked by Wall St. Rank held Guggenheim Enhanced Equity Income Fund as of Q4 2019.

Based on Capital Investment Advisory Services's 13F filing for Q4 2019, filed 4 Feb 2020.