Sheaff Brock Investment Advisors’s Guggenheim Enhanced Equity Income Fund GPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-10,000
| Closed | -$93K | – | 598 |
|
|
2021
Q3 | $93K | Hold |
10,000
| – | – | 0.01% | 534 |
|
|
2021
Q2 | $86K | Hold |
10,000
| – | – | 0.01% | 510 |
|
|
2021
Q1 | $72K | Hold |
10,000
| – | – | 0.01% | 491 |
|
|
2020
Q4 | $66K | Hold |
10,000
| – | – | 0.01% | 474 |
|
|
2020
Q3 | $55K | Sell |
10,000
-3,651
| -27% | -$20.2K | 0.01% | 442 |
|
|
2020
Q2 | $74K | Hold |
13,651
| – | – | 0.01% | 433 |
|
|
2020
Q1 | $67K | Hold |
13,651
| – | – | 0.01% | 389 |
|
|
2019
Q4 | $110K | Hold |
13,651
| – | – | 0.01% | 447 |
|
|
2019
Q3 | $106K | Hold |
13,651
| – | – | 0.01% | 432 |
|
|
2019
Q2 | $111K | Hold |
13,651
| – | – | 0.01% | 457 |
|
|
2019
Q1 | $107K | Hold |
13,651
| – | – | 0.01% | 476 |
|
|
2018
Q4 | $93K | Hold |
13,651
| – | – | 0.01% | 438 |
|
|
2018
Q3 | $120K | Hold |
13,651
| – | – | 0.01% | 484 |
|
|
2018
Q2 | $116K | Hold |
13,651
| – | – | 0.01% | 508 |
|
|
2018
Q1 | $114K | Hold |
13,651
| – | – | 0.01% | 515 |
|
|
2017
Q4 | $121K | Sell |
13,651
-1,650
| -11% | -$14.4K | 0.02% | 495 |
|
|
2017
Q3 | $131K | Hold |
15,301
| – | – | 0.02% | 526 |
|
|
2017
Q2 | $127K | Hold |
15,301
| – | – | 0.02% | 560 |
|
|
2017
Q1 | $124K | Buy |
15,301
+3,651
| +31% | +$29.9K | 0.02% | 553 |
|
|
2016
Q4 | $93K | Hold |
11,650
| – | – | 0.01% | 572 |
|
|
2016
Q3 | $91K | Hold |
11,650
| – | – | 0.01% | 523 |
|
|
2016
Q2 | $87K | Hold |
11,650
| – | – | 0.01% | 550 |
|
|
2016
Q1 | $85K | Hold |
11,650
| – | – | 0.01% | 564 |
|
|
2015
Q4 | $89K | Buy |
+11,650
| New | +$89.2K | 0.01% | 591 |
|
Other funds holding GPM
Sheaff Brock Investment Advisors's GPM Position: Q4 2021 in Review
Sheaff Brock Investment Advisors sold out of Guggenheim Enhanced Equity Income Fund (GPM) in Q4 2021, closing a stake of 10,000 shares — an estimated $93K sold.
Sheaff Brock Investment Advisors first reported a position in GPM in Q4 2015 and held it in 24 quarters. The position peaked at $131K in Q3 2017. 1 fund tracked by Wall St. Rank holds GPM as of Q4 2021.
- Sheaff Brock Investment Advisors reported no remaining Guggenheim Enhanced Equity Income Fund position as of Q4 2021 after selling out during the quarter.
- Sheaff Brock Investment Advisors sold 10,000 Guggenheim Enhanced Equity Income Fund shares in Q4 2021, an estimated $93K.
- Sheaff Brock Investment Advisors first reported a position in Guggenheim Enhanced Equity Income Fund in Q4 2015 and held it in 24 quarters.
- Sheaff Brock Investment Advisors's Guggenheim Enhanced Equity Income Fund position peaked at $131K in Q3 2017.
- 1 fund tracked by Wall St. Rank held Guggenheim Enhanced Equity Income Fund as of Q4 2021.
Based on Sheaff Brock Investment Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.