Ropes Wealth Advisors’s Guggenheim Enhanced Equity Income Fund GPM Stock Holding History

Ropes Wealth Advisors’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	-17,883	Closed	-$166K	–	296
2021 Q3	$166K	Hold	17,883	–	–	0.03%	271
2021 Q2	$154K	Hold	17,883	–	–	0.02%	264
2021 Q1	$151K	Hold	17,883	–	–	0.03%	242
2020 Q4	$117K	Buy	+17,883	New	+$108K	0.02%	296
2018 Q1	–	Sell	-6,513	Closed	-$58K	–	842
2017 Q4	$58K	Buy	+6,513	New	+$56.7K	0.02%	333

Other funds holding GPM

GRP

Global Retirement Partners San Rafael, California $6.54B AUM

Ropes Wealth Advisors's GPM Position: Q4 2021 in Review

Ropes Wealth Advisors sold out of Guggenheim Enhanced Equity Income Fund (GPM) in Q4 2021, closing a stake of 17,883 shares — an estimated $166K sold.

Ropes Wealth Advisors first reported a position in GPM in Q4 2017 and held it in 5 quarters. The position peaked at $166K in Q3 2021. 1 fund tracked by Wall St. Rank holds GPM as of Q4 2021.

Ropes Wealth Advisors reported no remaining Guggenheim Enhanced Equity Income Fund position as of Q4 2021 after selling out during the quarter.
Ropes Wealth Advisors sold 17,883 Guggenheim Enhanced Equity Income Fund shares in Q4 2021, an estimated $166K.
Ropes Wealth Advisors first reported a position in Guggenheim Enhanced Equity Income Fund in Q4 2017 and held it in 5 quarters.
Ropes Wealth Advisors's Guggenheim Enhanced Equity Income Fund position peaked at $166K in Q3 2021.
1 fund tracked by Wall St. Rank held Guggenheim Enhanced Equity Income Fund as of Q4 2021.

Based on Ropes Wealth Advisors's 13F filing for Q4 2021, filed 10 Feb 2022.