WA
GPM

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

WFG 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 		$1K Buy
166
+5
+3% +$41 ﹤0.01% 1542
2017
Q1 		$1K Buy
+161
New +$1.32K ﹤0.01% 1475

Other funds holding GPM

AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WFG Advisors's GPM Position: Q2 2017 in Review

WFG Advisors increased its Guggenheim Enhanced Equity Income Fund (GPM) stake by 3.1% in Q2 2017, buying an estimated $41 and bringing the position to 166 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1542.

WFG Advisors first reported a position in GPM in Q1 2017 and has held it in 2 quarters since. 52 funds tracked by Wall St. Rank hold GPM as of Q2 2017.

  • WFG Advisors held 166 shares of Guggenheim Enhanced Equity Income Fund worth $1K as of Q2 2017.
  • WFG Advisors bought 5 Guggenheim Enhanced Equity Income Fund shares in Q2 2017, an estimated $41.
  • Guggenheim Enhanced Equity Income Fund made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1542 holding.
  • WFG Advisors first reported a position in Guggenheim Enhanced Equity Income Fund in Q1 2017 and has held it in 2 quarters since.
  • 52 funds tracked by Wall St. Rank held Guggenheim Enhanced Equity Income Fund as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.