Creative Planning’s Guggenheim Enhncd Eqty Strtgy Fd GGE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q1
– Sell
-60
Closed -$1K – 5111
2016
Q4
$1K Sell
60
-480
-89% -$7.59K ﹤0.01% 4573
2016
Q3
$9K Buy
540
+480
+800% +$7.68K ﹤0.01% 3614
2016
Q2
$1K Hold
60
– – ﹤0.01% 4297
2016
Q1
$1K Hold
60
– – ﹤0.01% 4240
2015
Q4
$1K Buy
+60
New +$947 ﹤0.01% 4334
2014
Q2
– Sell
-174
Closed -$3K – 4074
2014
Q1
$3K Sell
174
-726
-81% -$13.5K ﹤0.01% 3306
2013
Q4
$17K Buy
+900
New +$16.4K ﹤0.01% 2300

Creative Planning's GGE Position: Q1 2017 in Review

Creative Planning sold out of Guggenheim Enhncd Eqty Strtgy Fd (GGE) in Q1 2017, closing a stake of 60 shares — an estimated $1K sold.

Creative Planning first reported a position in GGE in Q4 2013 and held it in 7 quarters. The position peaked at $17K in Q4 2013. 0 funds tracked by Wall St. Rank hold GGE as of Q1 2017.

  • Creative Planning reported no remaining Guggenheim Enhncd Eqty Strtgy Fd position as of Q1 2017 after selling out during the quarter.
  • Creative Planning sold 60 Guggenheim Enhncd Eqty Strtgy Fd shares in Q1 2017, an estimated $1K.
  • Creative Planning first reported a position in Guggenheim Enhncd Eqty Strtgy Fd in Q4 2013 and held it in 7 quarters.
  • Creative Planning's Guggenheim Enhncd Eqty Strtgy Fd position peaked at $17K in Q4 2013.
  • 0 funds tracked by Wall St. Rank held Guggenheim Enhncd Eqty Strtgy Fd as of Q1 2017.

Based on Creative Planning's 13F filing for Q1 2017, filed 7 Apr 2017.