Ken Fisher
GPM

Ken Fisher’s Guggenheim Enhanced Equity Income Fund GPM Stock Holding History

Ken Fisher’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
2013
Q3 		– Sell
-18,000
Closed -$159K – 535
2013
Q2 		$159K Buy
+18,000
New +$162K ﹤0.01% 466

Other funds holding GPM

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
NPC
National Planning Corporation El Segundo, California $726K AUM 14.28% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Ken Fisher's GPM Position: Q3 2013 in Review

Ken Fisher sold out of Guggenheim Enhanced Equity Income Fund (GPM) in Q3 2013, closing a stake of 18,000 shares — an estimated $159K sold.

Ken Fisher first reported a position in GPM in Q2 2013 and held it in 1 quarter. The position peaked at $159K in Q2 2013. 21 funds tracked by Wall St. Rank hold GPM as of Q3 2013.

  • Ken Fisher reported no remaining Guggenheim Enhanced Equity Income Fund position as of Q3 2013 after selling out during the quarter.
  • Ken Fisher sold 18,000 Guggenheim Enhanced Equity Income Fund shares in Q3 2013, an estimated $159K.
  • Ken Fisher first reported a position in Guggenheim Enhanced Equity Income Fund in Q2 2013 and held it in 1 quarter.
  • Ken Fisher's Guggenheim Enhanced Equity Income Fund position peaked at $159K in Q2 2013.
  • 21 funds tracked by Wall St. Rank held Guggenheim Enhanced Equity Income Fund as of Q3 2013.

Based on Fisher Asset Management's 13F filing for Q3 2013, filed 18 Oct 2013.