FIM
GPM

Freedom Investment Management’s Guggenheim Enhanced Equity Income Fund GPM Stock Holding History

Freedom Investment 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
Q4 		– Sell
-18,803
Closed -$170K – 962
2018
Q3 		$170K Buy
+18,803
New +$166K 0.01% 868
2018
Q2 		– Sell
-19,759
Closed -$165K – 1240
2018
Q1 		$165K Buy
19,759
+5,356
+37% +$47.5K 0.01% 1056
2017
Q4 		$128K Buy
+14,403
New +$125K 0.01% 1088

Other funds holding GPM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Freedom Investment Management's GPM Position: Q4 2018 in Review

Freedom Investment Management sold out of Guggenheim Enhanced Equity Income Fund (GPM) in Q4 2018, closing a stake of 18,803 shares — an estimated $170K sold.

Freedom Investment Management first reported a position in GPM in Q4 2017 and held it in 3 quarters. The position peaked at $170K in Q3 2018. 48 funds tracked by Wall St. Rank hold GPM as of Q4 2018.

  • Freedom Investment Management reported no remaining Guggenheim Enhanced Equity Income Fund position as of Q4 2018 after selling out during the quarter.
  • Freedom Investment Management sold 18,803 Guggenheim Enhanced Equity Income Fund shares in Q4 2018, an estimated $170K.
  • Freedom Investment Management first reported a position in Guggenheim Enhanced Equity Income Fund in Q4 2017 and held it in 3 quarters.
  • Freedom Investment Management's Guggenheim Enhanced Equity Income Fund position peaked at $170K in Q3 2018.
  • 48 funds tracked by Wall St. Rank held Guggenheim Enhanced Equity Income Fund as of Q4 2018.

Based on Freedom Investment Management's 13F filing for Q4 2018, filed 25 Jan 2019.