Shepherd Kaplan Krochuk’s Guggenheim Enhanced Equity Income Fund GPM Stock Holding History

Shepherd Kaplan Krochuk’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 Q4	–	Sell	-29,690	Closed	-$162K	–	210
2020 Q3	$162K	Buy	+29,690	New	+$164K	0.07%	160

Other funds holding GPM

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 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

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

Shepherd Kaplan Krochuk's GPM Position: Q4 2020 in Review

Shepherd Kaplan Krochuk sold out of Guggenheim Enhanced Equity Income Fund (GPM) in Q4 2020, closing a stake of 29,690 shares — an estimated $162K sold.

Shepherd Kaplan Krochuk first reported a position in GPM in Q3 2020 and held it in 1 quarter. The position peaked at $162K in Q3 2020. 59 funds tracked by Wall St. Rank hold GPM as of Q4 2020.

Shepherd Kaplan Krochuk reported no remaining Guggenheim Enhanced Equity Income Fund position as of Q4 2020 after selling out during the quarter.
Shepherd Kaplan Krochuk sold 29,690 Guggenheim Enhanced Equity Income Fund shares in Q4 2020, an estimated $162K.
Shepherd Kaplan Krochuk first reported a position in Guggenheim Enhanced Equity Income Fund in Q3 2020 and held it in 1 quarter.
Shepherd Kaplan Krochuk's Guggenheim Enhanced Equity Income Fund position peaked at $162K in Q3 2020.
59 funds tracked by Wall St. Rank held Guggenheim Enhanced Equity Income Fund as of Q4 2020.

Based on Shepherd Kaplan Krochuk's 13F filing for Q4 2020, filed 12 Feb 2021.