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

IFP 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
2018 Q3	–	Sell	-6,531	Closed	-$55K	–	4212
2018 Q2	$55K	Buy	6,531 +112	+2%	+$954	﹤0.01%	1865
2018 Q1	$57K	Hold	6,419	–	–	﹤0.01%	1741
2017 Q4	$57K	Hold	6,419	–	–	﹤0.01%	1758
2017 Q3	$55K	Hold	6,419	–	–	﹤0.01%	1941
2017 Q2	$53K	Hold	6,419	–	–	﹤0.01%	1939
2017 Q1	$52K	Buy	6,419 +5,599	+683%	+$45.8K	﹤0.01%	1902
2016 Q4	$7K	Hold	820	–	–	﹤0.01%	3174
2016 Q3	$6K	Hold	820	–	–	﹤0.01%	3197
2016 Q2	$6K	Buy	+820	New	+$6.11K	﹤0.01%	3114

Other funds holding GPM

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 Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

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 Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

IFP Advisors's GPM Position: Q3 2018 in Review

IFP Advisors sold out of Guggenheim Enhanced Equity Income Fund (GPM) in Q3 2018, closing a stake of 6,531 shares — an estimated $55K sold.

IFP Advisors first reported a position in GPM in Q2 2016 and held it in 9 quarters. The position peaked at $57K in Q1 2018. 50 funds tracked by Wall St. Rank hold GPM as of Q3 2018.

IFP Advisors reported no remaining Guggenheim Enhanced Equity Income Fund position as of Q3 2018 after selling out during the quarter.
IFP Advisors sold 6,531 Guggenheim Enhanced Equity Income Fund shares in Q3 2018, an estimated $55K.
IFP Advisors first reported a position in Guggenheim Enhanced Equity Income Fund in Q2 2016 and held it in 9 quarters.
IFP Advisors's Guggenheim Enhanced Equity Income Fund position peaked at $57K in Q1 2018.
50 funds tracked by Wall St. Rank held Guggenheim Enhanced Equity Income Fund as of Q3 2018.

Based on IFP Advisors's 13F filing for Q3 2018, filed 25 Oct 2018.