NFG
GGE

Next Financial Group’s Guggenheim Enhncd Eqty Strtgy Fd GGE Stock Holding History

Next Financial Group’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 		– Sell
-20
Closed – – 2549
2014
Q3 		$0 Hold
20
– – ﹤0.01% 2610
2014
Q2 		$0 Buy
+20
New +$379 ﹤0.01% 1254

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

Next Financial Group's GGE Position: Q4 2014 in Review

Next Financial Group sold out of Guggenheim Enhncd Eqty Strtgy Fd (GGE) in Q4 2014, closing a stake of 20 shares.

Next Financial Group first reported a position in GGE in Q2 2014 and held it in 2 quarters. The position peaked at $0 in Q3 2014. 25 funds tracked by Wall St. Rank hold GGE as of Q4 2014.

  • Next Financial Group reported no remaining Guggenheim Enhncd Eqty Strtgy Fd position as of Q4 2014 after selling out during the quarter.
  • Next Financial Group sold 20 Guggenheim Enhncd Eqty Strtgy Fd shares in Q4 2014.
  • Next Financial Group first reported a position in Guggenheim Enhncd Eqty Strtgy Fd in Q2 2014 and held it in 2 quarters.
  • Next Financial Group's Guggenheim Enhncd Eqty Strtgy Fd position peaked at $0 in Q3 2014.
  • 25 funds tracked by Wall St. Rank held Guggenheim Enhncd Eqty Strtgy Fd as of Q4 2014.

Based on Next Financial Group's 13F filing for Q4 2014, filed 10 Feb 2015.