FGAM
GPM

Financial Gravity Asset Management’s Guggenheim Enhanced Equity Income Fund GPM Stock Holding History

Financial Gravity Asset 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
2018
Q3 		$8K Buy
+1,059
New +$9.37K 0.01% 645

Other funds holding GPM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Financial Gravity Asset Management's GPM Position: Q3 2018 in Review

Financial Gravity Asset Management opened a new position in Guggenheim Enhanced Equity Income Fund (GPM) in Q3 2018: 1,059 shares worth $8K. The stake represents 0.01% of the portfolio and ranks #645 among its holdings.

50 funds tracked by Wall St. Rank hold GPM as of Q3 2018.

  • Financial Gravity Asset Management held 1,059 shares of Guggenheim Enhanced Equity Income Fund worth $8K as of Q3 2018.
  • Guggenheim Enhanced Equity Income Fund was a new Financial Gravity Asset Management position in Q3 2018.
  • Guggenheim Enhanced Equity Income Fund made up 0.01% of Financial Gravity Asset Management's portfolio in Q3 2018, its #645 holding.
  • 50 funds tracked by Wall St. Rank held Guggenheim Enhanced Equity Income Fund as of Q3 2018.

Based on Financial Gravity Asset Management's 13F filing for Q3 2018, filed 31 Oct 2018.