Clough Capital Partners’s Gugnheim Eql Wght Enh Eqty In Fd GEQ Stock Holding History

Clough Capital Partners’s Portfolio GEQ Stock Details GEQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-11,900	Closed	-$200K	–	231
2016 Q3	$200K	Sell	11,900 -8,400	-41%	-$139K	0.01%	169
2016 Q2	$335K	Buy	20,300 +4,800	+31%	+$77.2K	0.02%	167
2016 Q1	$250K	Hold	15,500	–	–	0.01%	192
2015 Q4	$253K	Buy	+15,500	New	+$262K	0.01%	182

Other funds holding GEQ

SFS

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

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

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return

RVPG

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

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

RJA

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

Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

Clough Capital Partners's GEQ Position: Q4 2016 in Review

Clough Capital Partners sold out of Gugnheim Eql Wght Enh Eqty In Fd (GEQ) in Q4 2016, closing a stake of 11,900 shares — an estimated $200K sold.

Clough Capital Partners first reported a position in GEQ in Q4 2015 and held it in 4 quarters. The position peaked at $335K in Q2 2016. 27 funds tracked by Wall St. Rank hold GEQ as of Q4 2016.

Clough Capital Partners reported no remaining Gugnheim Eql Wght Enh Eqty In Fd position as of Q4 2016 after selling out during the quarter.
Clough Capital Partners sold 11,900 Gugnheim Eql Wght Enh Eqty In Fd shares in Q4 2016, an estimated $200K.
Clough Capital Partners first reported a position in Gugnheim Eql Wght Enh Eqty In Fd in Q4 2015 and held it in 4 quarters.
Clough Capital Partners's Gugnheim Eql Wght Enh Eqty In Fd position peaked at $335K in Q2 2016.
27 funds tracked by Wall St. Rank held Gugnheim Eql Wght Enh Eqty In Fd as of Q4 2016.

Based on Clough Capital Partners's 13F filing for Q4 2016, filed 14 Feb 2017.