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

TCI Wealth Advisors’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
2017 Q2	–	Sell	-937	Closed	-$8K	–	1442
2017 Q1	$8K	Buy	937 +336	+56%	+$2.75K	﹤0.01%	636
2016 Q4	$5K	Hold	601	–	–	﹤0.01%	801
2016 Q3	$5K	Hold	601	–	–	﹤0.01%	759
2016 Q2	$5K	Buy	+601	New	+$4.48K	﹤0.01%	747
2016 Q1	–	Sell	-601	Closed	-$5K	–	1504
2015 Q4	$5K	Hold	601	–	–	﹤0.01%	736
2015 Q3	$4K	Hold	601	–	–	﹤0.01%	704
2015 Q2	$5K	Buy	601 +17	+3%	+$146	﹤0.01%	672
2015 Q1	$5K	Buy	584 +16	+3%	+$136	﹤0.01%	595
2014 Q4	$5K	Buy	568 +14	+3%	+$122	﹤0.01%	590
2014 Q3	$5K	Buy	554 +14	+3%	+$130	﹤0.01%	593
2014 Q2	$5K	Buy	+540	New	+$4.97K	﹤0.01%	624

Other funds holding GPM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Shaker Financial Services Arlington, Virginia $287M AUM 1.83% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return