Ameriprise’s Gugnheim Eql Wght Enh Eqty In Fd GEQ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q1
Sell
-14,864
Closed -$243K 3877
2016
Q4
$243K Sell
14,864
-3,123
-17% -$51K ﹤0.01% 3582
2016
Q3
$303K Buy
17,987
+700
+4% +$11.6K ﹤0.01% 3397
2016
Q2
$285K Buy
17,287
+4,950
+40% +$79.6K ﹤0.01% 3403
2016
Q1
$181K Buy
12,337
+1,524
+14% +$23.1K ﹤0.01% 3551
2015
Q4
$177K Buy
10,813
+800
+8% +$13.5K ﹤0.01% 3671
2015
Q3
$165K Buy
+10,013
New +$176K ﹤0.01% 3678

Ameriprise's GEQ Position: Q1 2017 in Review

Ameriprise sold out of Gugnheim Eql Wght Enh Eqty In Fd (GEQ) in Q1 2017, closing a stake of 14,864 shares — an estimated $243K sold.

Ameriprise first reported a position in GEQ in Q3 2015 and held it in 6 quarters. The position peaked at $303K in Q3 2016. 0 funds tracked by Wall St. Rank hold GEQ as of Q1 2017.

  • Ameriprise reported no remaining Gugnheim Eql Wght Enh Eqty In Fd position as of Q1 2017 after selling out during the quarter.
  • Ameriprise sold 14,864 Gugnheim Eql Wght Enh Eqty In Fd shares in Q1 2017, an estimated $243K.
  • Ameriprise first reported a position in Gugnheim Eql Wght Enh Eqty In Fd in Q3 2015 and held it in 6 quarters.
  • Ameriprise's Gugnheim Eql Wght Enh Eqty In Fd position peaked at $303K in Q3 2016.
  • 0 funds tracked by Wall St. Rank held Gugnheim Eql Wght Enh Eqty In Fd as of Q1 2017.

Based on Ameriprise's 13F filing for Q1 2017, filed 5 May 2017.