MWPCG
GPM

Measured Wealth Private Client Group’s Guggenheim Enhanced Equity Income Fund GPM Stock Holding History

Measured Wealth Private Client Group’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
2021
Q4 		– Sell
-40,600
Closed -$377K – 168
2021
Q3 		$377K Hold
40,600
– – 0.15% 93
2021
Q2 		$350K Hold
40,600
– – 0.11% 119
2021
Q1 		$293K Hold
40,600
– – 0.1% 117
2020
Q4 		$266K Hold
40,600
– – 0.11% 107
2020
Q3 		$221K Hold
40,600
– – 0.11% 119
2020
Q2 		$220K Hold
40,600
– – 0.13% 100
2020
Q1 		$201K Hold
40,600
– – 0.16% 86
2019
Q4 		$327K Sell
40,600
-800
-2% -$6.33K 0.22% 69
2019
Q3 		$323K Sell
41,400
-6,000
-13% -$47.6K 0.21% 75
2019
Q2 		$385K Buy
+47,400
New +$377K 0.22% 95

Other funds holding GPM

GRP
Global Retirement Partners San Rafael, California $6.54B AUM

Measured Wealth Private Client Group's GPM Position: Q4 2021 in Review

Measured Wealth Private Client Group sold out of Guggenheim Enhanced Equity Income Fund (GPM) in Q4 2021, closing a stake of 40,600 shares — an estimated $377K sold.

Measured Wealth Private Client Group first reported a position in GPM in Q2 2019 and held it in 10 quarters. The position peaked at $385K in Q2 2019. 1 fund tracked by Wall St. Rank holds GPM as of Q4 2021.

  • Measured Wealth Private Client Group reported no remaining Guggenheim Enhanced Equity Income Fund position as of Q4 2021 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 40,600 Guggenheim Enhanced Equity Income Fund shares in Q4 2021, an estimated $377K.
  • Measured Wealth Private Client Group first reported a position in Guggenheim Enhanced Equity Income Fund in Q2 2019 and held it in 10 quarters.
  • Measured Wealth Private Client Group's Guggenheim Enhanced Equity Income Fund position peaked at $385K in Q2 2019.
  • 1 fund tracked by Wall St. Rank held Guggenheim Enhanced Equity Income Fund as of Q4 2021.

Based on Measured Wealth Private Client Group's 13F filing for Q4 2021, filed 28 Jan 2022.