KIM
GEQ

Karpus Investment Management’s Gugnheim Eql Wght Enh Eqty In Fd GEQ Stock Holding History

Karpus 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
Q2 		– Sell
-18,449
Closed -$298K – 202
2016
Q1 		$298K Buy
+18,449
New +$279K 0.01% 165

Other funds holding GEQ

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

Karpus Investment Management's GEQ Position: Q2 2016 in Review

Karpus Investment Management sold out of Gugnheim Eql Wght Enh Eqty In Fd (GEQ) in Q2 2016, closing a stake of 18,449 shares — an estimated $298K sold.

Karpus Investment Management first reported a position in GEQ in Q1 2016 and held it in 1 quarter. The position peaked at $298K in Q1 2016. 22 funds tracked by Wall St. Rank hold GEQ as of Q2 2016.

  • Karpus Investment Management reported no remaining Gugnheim Eql Wght Enh Eqty In Fd position as of Q2 2016 after selling out during the quarter.
  • Karpus Investment Management sold 18,449 Gugnheim Eql Wght Enh Eqty In Fd shares in Q2 2016, an estimated $298K.
  • Karpus Investment Management first reported a position in Gugnheim Eql Wght Enh Eqty In Fd in Q1 2016 and held it in 1 quarter.
  • Karpus Investment Management's Gugnheim Eql Wght Enh Eqty In Fd position peaked at $298K in Q1 2016.
  • 22 funds tracked by Wall St. Rank held Gugnheim Eql Wght Enh Eqty In Fd as of Q2 2016.

Based on Karpus Investment Management's 13F filing for Q2 2016, filed 15 Aug 2016.