WCM
GPM

Windsor Capital Management’s Guggenheim Enhanced Equity Income Fund GPM Stock Holding History

Windsor Capital Management’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
2015
Q4 		– Sell
-500
Closed -$3K – 597
2015
Q3 		$3K Buy
+500
New +$3.96K ﹤0.01% 492

Other funds holding GPM

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Windsor Capital Management's GPM Position: Q4 2015 in Review

Windsor Capital Management sold out of Guggenheim Enhanced Equity Income Fund (GPM) in Q4 2015, closing a stake of 500 shares — an estimated $3K sold.

Windsor Capital Management first reported a position in GPM in Q3 2015 and held it in 1 quarter. The position peaked at $3K in Q3 2015. 41 funds tracked by Wall St. Rank hold GPM as of Q4 2015.

  • Windsor Capital Management reported no remaining Guggenheim Enhanced Equity Income Fund position as of Q4 2015 after selling out during the quarter.
  • Windsor Capital Management sold 500 Guggenheim Enhanced Equity Income Fund shares in Q4 2015, an estimated $3K.
  • Windsor Capital Management first reported a position in Guggenheim Enhanced Equity Income Fund in Q3 2015 and held it in 1 quarter.
  • Windsor Capital Management's Guggenheim Enhanced Equity Income Fund position peaked at $3K in Q3 2015.
  • 41 funds tracked by Wall St. Rank held Guggenheim Enhanced Equity Income Fund as of Q4 2015.

Based on Windsor Capital Management's 13F filing for Q4 2015, filed 1 Feb 2016.