Hanson & Doremus Investment Management’s Gugnheim Eql Wght Enh Eqty In Fd GEQ Stock Holding History

Hanson & Doremus Investment Management’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	-142	Closed	-$12K	–	476
2016 Q3	$12K	Hold	142	–	–	0.01%	358
2016 Q2	$12K	Hold	142	–	–	0.01%	355
2016 Q1	$11K	Hold	142	–	–	0.01%	375
2015 Q4	$11K	Hold	142	–	–	0.01%	387
2015 Q3	$10K	Hold	142	–	–	﹤0.01%	372
2015 Q2	$12K	Hold	142	–	–	0.01%	365
2015 Q1	$12K	Hold	142	–	–	0.01%	369
2014 Q4	$12K	Hold	142	–	–	0.01%	368
2014 Q3	$12K	Hold	142	–	–	0.01%	356
2014 Q2	$12K	Hold	142	–	–	0.01%	356
2014 Q1	$12K	Hold	142	–	–	0.01%	351
2013 Q4	$11K	Hold	142	–	–	0.01%	359
2013 Q3	$10K	Buy	+142	New	+$2.54K	0.01%	351

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 $15.9B AUM 53.4% 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

Hanson & Doremus Investment Management's GEQ Position: Q4 2016 in Review

Hanson & Doremus Investment Management sold out of Gugnheim Eql Wght Enh Eqty In Fd (GEQ) in Q4 2016, closing a stake of 142 shares — an estimated $12K sold.

Hanson & Doremus Investment Management first reported a position in GEQ in Q3 2013 and held it in 13 quarters. The position peaked at $12K in Q3 2016. 27 funds tracked by Wall St. Rank hold GEQ as of Q4 2016.

Hanson & Doremus Investment Management reported no remaining Gugnheim Eql Wght Enh Eqty In Fd position as of Q4 2016 after selling out during the quarter.
Hanson & Doremus Investment Management sold 142 Gugnheim Eql Wght Enh Eqty In Fd shares in Q4 2016, an estimated $12K.
Hanson & Doremus Investment Management first reported a position in Gugnheim Eql Wght Enh Eqty In Fd in Q3 2013 and held it in 13 quarters.
Hanson & Doremus Investment Management's Gugnheim Eql Wght Enh Eqty In Fd position peaked at $12K in Q3 2016.
27 funds tracked by Wall St. Rank held Gugnheim Eql Wght Enh Eqty In Fd as of Q4 2016.

Based on Hanson & Doremus Investment Management's 13F filing for Q4 2016, filed 15 Feb 2017.