GGPS
GGE

Gary Goldberg Planning Services’s Guggenheim Enhncd Eqty Strtgy Fd GGE Stock Holding History

Gary Goldberg Planning Services’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
2014
Q4 		$90K Hold
5,100
– – 0.04% 160
2014
Q3 		$99K Hold
5,100
– – 0.04% 154
2014
Q2 		$98K Hold
5,100
– – 0.04% 161
2014
Q1 		$95K Hold
5,100
– – 0.05% 157
2013
Q4 		$94K Hold
5,100
– – 0.05% 141
2013
Q3 		$91K Buy
5,100
+1,300
+34% +$23.2K 0.06% 145
2013
Q2 		$67K Buy
+3,800
New +$70K 0.04% 159

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
B
Baird Milwaukee, Wisconsin $9.78B AUM 11.39% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MIG
Mariner Investment Group Harrison, New York $346M AUM 25.25% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return

Gary Goldberg Planning Services's GGE Position: Q4 2014 in Review

Gary Goldberg Planning Services held its Guggenheim Enhncd Eqty Strtgy Fd (GGE) position steady in Q4 2014 at 5,100 shares worth $90K. The position accounts for 0.04% of the portfolio, ranked #160.

Gary Goldberg Planning Services first reported a position in GGE in Q2 2013 and has held it in 7 quarters since. The position peaked at $99K in Q3 2014. 25 funds tracked by Wall St. Rank hold GGE as of Q4 2014.

  • Gary Goldberg Planning Services held 5,100 shares of Guggenheim Enhncd Eqty Strtgy Fd worth $90K as of Q4 2014.
  • Gary Goldberg Planning Services left its Guggenheim Enhncd Eqty Strtgy Fd share count unchanged in Q4 2014.
  • Guggenheim Enhncd Eqty Strtgy Fd made up 0.04% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #160 holding.
  • Gary Goldberg Planning Services first reported a position in Guggenheim Enhncd Eqty Strtgy Fd in Q2 2013 and has held it in 7 quarters since.
  • Gary Goldberg Planning Services's Guggenheim Enhncd Eqty Strtgy Fd position peaked at $99K in Q3 2014.
  • 25 funds tracked by Wall St. Rank held Guggenheim Enhncd Eqty Strtgy Fd as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.