Ameriprise
GGE

Ameriprise’s Guggenheim Enhncd Eqty Strtgy Fd GGE Stock Holding History

Ameriprise’s Portfolio GGE Stock Details GGE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-1,000
Closed -$18K – 5609
2013
Q3 		$18K Hold
1,000
– – ﹤0.01% 4509
2013
Q2 		$18K Buy
+1,000
New +$18.4K ﹤0.01% 4371

Other funds holding GGE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
B
Baird Milwaukee, Wisconsin $9.78B AUM 11.39% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
CCS
Crosspoint Capital Strategies Orinda, California $50.4M AUM 15.37% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise's GGE Position: Q4 2013 in Review

Ameriprise sold out of Guggenheim Enhncd Eqty Strtgy Fd (GGE) in Q4 2013, closing a stake of 1,000 shares — an estimated $18K sold.

Ameriprise first reported a position in GGE in Q2 2013 and held it in 2 quarters. The position peaked at $18K in Q3 2013. 20 funds tracked by Wall St. Rank hold GGE as of Q4 2013.

  • Ameriprise reported no remaining Guggenheim Enhncd Eqty Strtgy Fd position as of Q4 2013 after selling out during the quarter.
  • Ameriprise sold 1,000 Guggenheim Enhncd Eqty Strtgy Fd shares in Q4 2013, an estimated $18K.
  • Ameriprise first reported a position in Guggenheim Enhncd Eqty Strtgy Fd in Q2 2013 and held it in 2 quarters.
  • Ameriprise's Guggenheim Enhncd Eqty Strtgy Fd position peaked at $18K in Q3 2013.
  • 20 funds tracked by Wall St. Rank held Guggenheim Enhncd Eqty Strtgy Fd as of Q4 2013.

Based on Ameriprise's 13F filing for Q4 2013, filed 14 Feb 2014.