Texas Capital Bank Wealth Management Services’s Guggenheim Enhanced Equity Income Fund GPM Stock Holding History

Texas Capital Bank Wealth Management Services’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 Q1	–	Sell	-45,832	Closed	-$369K	–	131
2019 Q4	$369K	Buy	+45,832	New	+$363K	0.08%	93

Other funds holding GPM

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

RJA

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Texas Capital Bank Wealth Management Services's GPM Position: Q1 2020 in Review

Texas Capital Bank Wealth Management Services sold out of Guggenheim Enhanced Equity Income Fund (GPM) in Q1 2020, closing a stake of 45,832 shares — an estimated $369K sold.

Texas Capital Bank Wealth Management Services first reported a position in GPM in Q4 2019 and held it in 1 quarter. The position peaked at $369K in Q4 2019. 48 funds tracked by Wall St. Rank hold GPM as of Q1 2020.

Texas Capital Bank Wealth Management Services reported no remaining Guggenheim Enhanced Equity Income Fund position as of Q1 2020 after selling out during the quarter.
Texas Capital Bank Wealth Management Services sold 45,832 Guggenheim Enhanced Equity Income Fund shares in Q1 2020, an estimated $369K.
Texas Capital Bank Wealth Management Services first reported a position in Guggenheim Enhanced Equity Income Fund in Q4 2019 and held it in 1 quarter.
Texas Capital Bank Wealth Management Services's Guggenheim Enhanced Equity Income Fund position peaked at $369K in Q4 2019.
48 funds tracked by Wall St. Rank held Guggenheim Enhanced Equity Income Fund as of Q1 2020.

Based on Texas Capital Bank Wealth Management Services's 13F filing for Q1 2020, filed 28 Apr 2020.