LPL Financial’s Gugnheim Eql Wght Enh Eqty In Fd GEQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-13,262
| Closed | -$218K | – | 2892 |
|
|
2016
Q4 | $218K | Buy |
+13,262
| New | +$216K | ﹤0.01% | 2424 |
|
|
2016
Q2 | – | Sell |
-13,210
| Closed | -$211K | – | 3278 |
|
|
2016
Q1 | $211K | Sell |
13,210
-1,950
| -13% | -$29.5K | ﹤0.01% | 2762 |
|
|
2015
Q4 | $245K | Buy |
+15,160
| New | +$256K | ﹤0.01% | 2688 |
|
|
2015
Q3 | – | Sell |
-11,155
| Closed | -$208K | – | 3009 |
|
|
2015
Q2 | $208K | Sell |
11,155
-3,540
| -24% | -$68.8K | ﹤0.01% | 2595 |
|
|
2015
Q1 | $286K | Hold |
14,695
| – | – | ﹤0.01% | 2293 |
|
|
2014
Q4 | $300K | Sell |
14,695
-940
| -6% | -$18.3K | ﹤0.01% | 2163 |
|
|
2014
Q3 | $306K | Sell |
15,635
-200
| -1% | -$3.97K | ﹤0.01% | 2154 |
|
|
2014
Q2 | $317K | Buy |
15,835
+5,600
| +55% | +$108K | ﹤0.01% | 2164 |
|
|
2014
Q1 | $193K | Sell |
10,235
-1,700
| -14% | -$31.5K | ﹤0.01% | 2457 |
|
|
2013
Q4 | $225K | Buy |
11,935
+1,485
| +14% | +$26.7K | ﹤0.01% | 2353 |
|
|
2013
Q3 | $182K | Buy |
10,450
+150
| +1% | +$2.69K | ﹤0.01% | 2352 |
|
|
2013
Q2 | $187K | Buy |
+10,300
| New | +$191K | ﹤0.01% | 2226 |
|
LPL Financial's GEQ Position: Q1 2017 in Review
LPL Financial sold out of Gugnheim Eql Wght Enh Eqty In Fd (GEQ) in Q1 2017, closing a stake of 13,262 shares — an estimated $218K sold.
LPL Financial first reported a position in GEQ in Q2 2013 and held it in 12 quarters. The position peaked at $317K in Q2 2014. 0 funds tracked by Wall St. Rank hold GEQ as of Q1 2017.
- LPL Financial reported no remaining Gugnheim Eql Wght Enh Eqty In Fd position as of Q1 2017 after selling out during the quarter.
- LPL Financial sold 13,262 Gugnheim Eql Wght Enh Eqty In Fd shares in Q1 2017, an estimated $218K.
- LPL Financial first reported a position in Gugnheim Eql Wght Enh Eqty In Fd in Q2 2013 and held it in 12 quarters.
- LPL Financial's Gugnheim Eql Wght Enh Eqty In Fd position peaked at $317K in Q2 2014.
- 0 funds tracked by Wall St. Rank held Gugnheim Eql Wght Enh Eqty In Fd as of Q1 2017.
Based on LPL Financial's 13F filing for Q1 2017, filed 15 May 2017.