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% +$7.67K ﹤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.