LWPC
GPM

Legacy Wealth Partners (California)’s Guggenheim Enhanced Equity Income Fund GPM Stock Holding History

Legacy Wealth Partners (California)’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
2020
Q3 		– Sell
-41,518
Closed -$225K – 112
2020
Q2 		$225K Sell
41,518
-4,905
-11% -$26.5K 0.17% 90
2020
Q1 		$229K Buy
46,423
+3,667
+9% +$26.5K 0.21% 76
2019
Q4 		$350K Buy
+42,756
New +$338K 0.25% 75

Other funds holding GPM

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 12.96% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

Legacy Wealth Partners (California)'s GPM Position: Q3 2020 in Review

Legacy Wealth Partners (California) sold out of Guggenheim Enhanced Equity Income Fund (GPM) in Q3 2020, closing a stake of 41,518 shares — an estimated $225K sold.

Legacy Wealth Partners (California) first reported a position in GPM in Q4 2019 and held it in 3 quarters. The position peaked at $350K in Q4 2019. 51 funds tracked by Wall St. Rank hold GPM as of Q3 2020.

  • Legacy Wealth Partners (California) reported no remaining Guggenheim Enhanced Equity Income Fund position as of Q3 2020 after selling out during the quarter.
  • Legacy Wealth Partners (California) sold 41,518 Guggenheim Enhanced Equity Income Fund shares in Q3 2020, an estimated $225K.
  • Legacy Wealth Partners (California) first reported a position in Guggenheim Enhanced Equity Income Fund in Q4 2019 and held it in 3 quarters.
  • Legacy Wealth Partners (California)'s Guggenheim Enhanced Equity Income Fund position peaked at $350K in Q4 2019.
  • 51 funds tracked by Wall St. Rank held Guggenheim Enhanced Equity Income Fund as of Q3 2020.

Based on Legacy Wealth Partners (California)'s 13F filing for Q3 2020, filed 12 Nov 2020.