PMFA
GGE

Plante Moran Financial Advisors’s Guggenheim Enhncd Eqty Strtgy Fd GGE Stock Holding History

Plante Moran Financial Advisors’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
2015
Q2 		– Sell
-10,800
Closed -$190K – 762
2015
Q1 		$190K Hold
10,800
– – 0.13% 114
2014
Q4 		$191K Hold
10,800
– – 0.14% 106
2014
Q3 		$210K Buy
+10,800
New +$208K 0.18% 92

Other funds holding GGE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
CCP
Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Plante Moran Financial Advisors's GGE Position: Q2 2015 in Review

Plante Moran Financial Advisors sold out of Guggenheim Enhncd Eqty Strtgy Fd (GGE) in Q2 2015, closing a stake of 10,800 shares — an estimated $190K sold.

Plante Moran Financial Advisors first reported a position in GGE in Q3 2014 and held it in 3 quarters. The position peaked at $210K in Q3 2014. 23 funds tracked by Wall St. Rank hold GGE as of Q2 2015.

  • Plante Moran Financial Advisors reported no remaining Guggenheim Enhncd Eqty Strtgy Fd position as of Q2 2015 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 10,800 Guggenheim Enhncd Eqty Strtgy Fd shares in Q2 2015, an estimated $190K.
  • Plante Moran Financial Advisors first reported a position in Guggenheim Enhncd Eqty Strtgy Fd in Q3 2014 and held it in 3 quarters.
  • Plante Moran Financial Advisors's Guggenheim Enhncd Eqty Strtgy Fd position peaked at $210K in Q3 2014.
  • 23 funds tracked by Wall St. Rank held Guggenheim Enhncd Eqty Strtgy Fd as of Q2 2015.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2015, filed 22 Jul 2015.