SP
GPM

SWS Partners’s Guggenheim Enhanced Equity Income Fund GPM Stock Holding History

SWS Partners’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
2018
Q2 		– Sell
-6,000
Closed -$49K – 379
2018
Q1 		$49K Hold
6,000
– – 0.04% 148
2017
Q4 		$53K Buy
+6,000
New +$52.3K 0.04% 134

Other funds holding GPM

AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return

SWS Partners's GPM Position: Q2 2018 in Review

SWS Partners sold out of Guggenheim Enhanced Equity Income Fund (GPM) in Q2 2018, closing a stake of 6,000 shares — an estimated $49K sold.

SWS Partners first reported a position in GPM in Q4 2017 and held it in 2 quarters. The position peaked at $53K in Q4 2017. 46 funds tracked by Wall St. Rank hold GPM as of Q2 2018.

  • SWS Partners reported no remaining Guggenheim Enhanced Equity Income Fund position as of Q2 2018 after selling out during the quarter.
  • SWS Partners sold 6,000 Guggenheim Enhanced Equity Income Fund shares in Q2 2018, an estimated $49K.
  • SWS Partners first reported a position in Guggenheim Enhanced Equity Income Fund in Q4 2017 and held it in 2 quarters.
  • SWS Partners's Guggenheim Enhanced Equity Income Fund position peaked at $53K in Q4 2017.
  • 46 funds tracked by Wall St. Rank held Guggenheim Enhanced Equity Income Fund as of Q2 2018.

Based on SWS Partners's 13F filing for Q2 2018, filed 13 Aug 2018.