SW
GPM

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

SVB Wealth’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
Q1 		– Sell
-853
Closed -$5K – 979
2020
Q4 		$5K Hold
853
– – ﹤0.01% 854
2020
Q3 		$5K Buy
+853
New +$4.71K ﹤0.01% 744

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return

SVB Wealth's GPM Position: Q1 2021 in Review

SVB Wealth sold out of Guggenheim Enhanced Equity Income Fund (GPM) in Q1 2021, closing a stake of 853 shares — an estimated $5K sold.

SVB Wealth first reported a position in GPM in Q3 2020 and held it in 2 quarters. The position peaked at $5K in Q4 2020. 60 funds tracked by Wall St. Rank hold GPM as of Q1 2021.

  • SVB Wealth reported no remaining Guggenheim Enhanced Equity Income Fund position as of Q1 2021 after selling out during the quarter.
  • SVB Wealth sold 853 Guggenheim Enhanced Equity Income Fund shares in Q1 2021, an estimated $5K.
  • SVB Wealth first reported a position in Guggenheim Enhanced Equity Income Fund in Q3 2020 and held it in 2 quarters.
  • SVB Wealth's Guggenheim Enhanced Equity Income Fund position peaked at $5K in Q4 2020.
  • 60 funds tracked by Wall St. Rank held Guggenheim Enhanced Equity Income Fund as of Q1 2021.

Based on SVB Wealth's 13F filing for Q1 2021, filed 11 May 2021.