FGC
GPM

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

Financial Gravity Companies’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
Q1 		– Sell
-389
Closed -$4K – 1794
2017
Q4 		$4K Buy
+389
New +$3.39K ﹤0.01% 811

Other funds holding GPM

AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Financial Gravity Companies's GPM Position: Q1 2018 in Review

Financial Gravity Companies sold out of Guggenheim Enhanced Equity Income Fund (GPM) in Q1 2018, closing a stake of 389 shares — an estimated $4K sold.

Financial Gravity Companies first reported a position in GPM in Q4 2017 and held it in 1 quarter. The position peaked at $4K in Q4 2017. 54 funds tracked by Wall St. Rank hold GPM as of Q1 2018.

  • Financial Gravity Companies reported no remaining Guggenheim Enhanced Equity Income Fund position as of Q1 2018 after selling out during the quarter.
  • Financial Gravity Companies sold 389 Guggenheim Enhanced Equity Income Fund shares in Q1 2018, an estimated $4K.
  • Financial Gravity Companies first reported a position in Guggenheim Enhanced Equity Income Fund in Q4 2017 and held it in 1 quarter.
  • Financial Gravity Companies's Guggenheim Enhanced Equity Income Fund position peaked at $4K in Q4 2017.
  • 54 funds tracked by Wall St. Rank held Guggenheim Enhanced Equity Income Fund as of Q1 2018.

Based on Financial Gravity Companies's 13F filing for Q1 2018, filed 4 May 2018.