SPIA
GPM

Steward Partners Investment Advisory’s Guggenheim Enhanced Equity Income Fund GPM Stock Holding History

Steward Partners Investment Advisory’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
-41,933
Closed -$389K – 3426
2021
Q3 		$389K Buy
41,933
+5,643
+16% +$51.8K 0.01% 1007
2021
Q2 		$312K Buy
36,290
+8,668
+31% +$71.7K 0.01% 1165
2021
Q1 		$199K Buy
27,622
+14,422
+109% +$98.5K ﹤0.01% 1301
2020
Q4 		$86K Hold
13,200
– – ﹤0.01% 1426
2020
Q3 		$72K Hold
13,200
– – ﹤0.01% 1348
2020
Q2 		$72K Buy
13,200
+3,600
+38% +$19.4K ﹤0.01% 1272
2020
Q1 		$47K Hold
9,600
– – ﹤0.01% 1290
2019
Q4 		$77K Hold
9,600
– – ﹤0.01% 1228
2019
Q3 		$74K Buy
+9,600
New +$76.1K ﹤0.01% 1206

Other funds holding GPM

GRP
Global Retirement Partners San Rafael, California $6.54B AUM

Steward Partners Investment Advisory's GPM Position: Q4 2021 in Review

Steward Partners Investment Advisory sold out of Guggenheim Enhanced Equity Income Fund (GPM) in Q4 2021, closing a stake of 41,933 shares — an estimated $389K sold.

Steward Partners Investment Advisory first reported a position in GPM in Q3 2019 and held it in 9 quarters. The position peaked at $389K in Q3 2021. 1 fund tracked by Wall St. Rank holds GPM as of Q4 2021.

  • Steward Partners Investment Advisory reported no remaining Guggenheim Enhanced Equity Income Fund position as of Q4 2021 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 41,933 Guggenheim Enhanced Equity Income Fund shares in Q4 2021, an estimated $389K.
  • Steward Partners Investment Advisory first reported a position in Guggenheim Enhanced Equity Income Fund in Q3 2019 and held it in 9 quarters.
  • Steward Partners Investment Advisory's Guggenheim Enhanced Equity Income Fund position peaked at $389K in Q3 2021.
  • 1 fund tracked by Wall St. Rank held Guggenheim Enhanced Equity Income Fund as of Q4 2021.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2021, filed 8 Feb 2022.