PPA
GPM

Parametric Portfolio Associates’s Guggenheim Enhanced Equity Income Fund GPM Stock Holding History

Parametric Portfolio Associates’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
-16,957
Closed -$92K – 4037
2020
Q2 		$92K Buy
+16,957
New +$91.6K ﹤0.01% 3800

Other funds holding GPM

KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 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
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

Parametric Portfolio Associates's GPM Position: Q3 2020 in Review

Parametric Portfolio Associates sold out of Guggenheim Enhanced Equity Income Fund (GPM) in Q3 2020, closing a stake of 16,957 shares — an estimated $92K sold.

Parametric Portfolio Associates first reported a position in GPM in Q2 2020 and held it in 1 quarter. The position peaked at $92K in Q2 2020. 51 funds tracked by Wall St. Rank hold GPM as of Q3 2020.

  • Parametric Portfolio Associates reported no remaining Guggenheim Enhanced Equity Income Fund position as of Q3 2020 after selling out during the quarter.
  • Parametric Portfolio Associates sold 16,957 Guggenheim Enhanced Equity Income Fund shares in Q3 2020, an estimated $92K.
  • Parametric Portfolio Associates first reported a position in Guggenheim Enhanced Equity Income Fund in Q2 2020 and held it in 1 quarter.
  • Parametric Portfolio Associates's Guggenheim Enhanced Equity Income Fund position peaked at $92K in Q2 2020.
  • 51 funds tracked by Wall St. Rank held Guggenheim Enhanced Equity Income Fund as of Q3 2020.

Based on Parametric Portfolio Associates's 13F filing for Q3 2020, filed 12 Nov 2020.