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

EP Wealth 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
2021 Q4	–	Sell	-10,809	Closed	-$100K	–	580
2021 Q3	$100K	Buy	10,809 +309	+3%	+$2.84K	﹤0.01%	522
2021 Q2	$90K	Hold	10,500	–	–	﹤0.01%	530
2021 Q1	$76K	Buy	+10,500	New	+$71.7K	﹤0.01%	487

Other funds holding GPM

GRP

Global Retirement Partners San Rafael, California $6.54B AUM

EP Wealth Advisors's GPM Position: Q4 2021 in Review

EP Wealth Advisors sold out of Guggenheim Enhanced Equity Income Fund (GPM) in Q4 2021, closing a stake of 10,809 shares — an estimated $100K sold.

EP Wealth Advisors first reported a position in GPM in Q1 2021 and held it in 3 quarters. The position peaked at $100K in Q3 2021. 1 fund tracked by Wall St. Rank holds GPM as of Q4 2021.

EP Wealth Advisors reported no remaining Guggenheim Enhanced Equity Income Fund position as of Q4 2021 after selling out during the quarter.
EP Wealth Advisors sold 10,809 Guggenheim Enhanced Equity Income Fund shares in Q4 2021, an estimated $100K.
EP Wealth Advisors first reported a position in Guggenheim Enhanced Equity Income Fund in Q1 2021 and held it in 3 quarters.
EP Wealth Advisors's Guggenheim Enhanced Equity Income Fund position peaked at $100K in Q3 2021.
1 fund tracked by Wall St. Rank held Guggenheim Enhanced Equity Income Fund as of Q4 2021.

Based on EP Wealth Advisors's 13F filing for Q4 2021, filed 17 Feb 2022.