OFG
GPM

OTA Financial Group’s Guggenheim Enhanced Equity Income Fund GPM Stock Holding History

OTA Financial 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
2019
Q1 		– Sell
-90,752
Closed -$615K – 81
2018
Q4 		$615K Buy
+90,752
New +$717K 0.29% 32

Other funds holding GPM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AAM
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RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

OTA Financial Group's GPM Position: Q1 2019 in Review

OTA Financial Group sold out of Guggenheim Enhanced Equity Income Fund (GPM) in Q1 2019, closing a stake of 90,752 shares — an estimated $615K sold.

OTA Financial Group first reported a position in GPM in Q4 2018 and held it in 1 quarter. The position peaked at $615K in Q4 2018. 43 funds tracked by Wall St. Rank hold GPM as of Q1 2019.

  • OTA Financial Group reported no remaining Guggenheim Enhanced Equity Income Fund position as of Q1 2019 after selling out during the quarter.
  • OTA Financial Group sold 90,752 Guggenheim Enhanced Equity Income Fund shares in Q1 2019, an estimated $615K.
  • OTA Financial Group first reported a position in Guggenheim Enhanced Equity Income Fund in Q4 2018 and held it in 1 quarter.
  • OTA Financial Group's Guggenheim Enhanced Equity Income Fund position peaked at $615K in Q4 2018.
  • 43 funds tracked by Wall St. Rank held Guggenheim Enhanced Equity Income Fund as of Q1 2019.

Based on OTA Financial Group's 13F filing for Q1 2019, filed 15 Apr 2019.