CWM
GPM

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

Concert 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
2017
Q3 		– Sell
-17,474
Closed -$145K – 157
2017
Q2 		$145K Buy
+17,474
New +$144K 0.14% 149

Other funds holding GPM

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Concert Wealth Management's GPM Position: Q3 2017 in Review

Concert Wealth Management sold out of Guggenheim Enhanced Equity Income Fund (GPM) in Q3 2017, closing a stake of 17,474 shares — an estimated $145K sold.

Concert Wealth Management first reported a position in GPM in Q2 2017 and held it in 1 quarter. The position peaked at $145K in Q2 2017. 48 funds tracked by Wall St. Rank hold GPM as of Q3 2017.

  • Concert Wealth Management reported no remaining Guggenheim Enhanced Equity Income Fund position as of Q3 2017 after selling out during the quarter.
  • Concert Wealth Management sold 17,474 Guggenheim Enhanced Equity Income Fund shares in Q3 2017, an estimated $145K.
  • Concert Wealth Management first reported a position in Guggenheim Enhanced Equity Income Fund in Q2 2017 and held it in 1 quarter.
  • Concert Wealth Management's Guggenheim Enhanced Equity Income Fund position peaked at $145K in Q2 2017.
  • 48 funds tracked by Wall St. Rank held Guggenheim Enhanced Equity Income Fund as of Q3 2017.

Based on Concert Wealth Management's 13F filing for Q3 2017, filed 14 Nov 2017.