WFG Advisors’s Guggenheim Enhncd Eqty Strtgy Fd GGE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q1
Sell
-73
Closed -$1K 1758
2016
Q4
$1K Buy
73
+64
+711% +$1.01K ﹤0.01% 1537
2016
Q3
$0 Buy
+9
New +$144 ﹤0.01% 1768
2016
Q2
Sell
-1,000
Closed -$15K 1773
2016
Q1
$15K Hold
1,000
﹤0.01% 954
2015
Q4
$16K Hold
1,000
﹤0.01% 958
2015
Q3
$15K Hold
1,000
﹤0.01% 986
2015
Q2
$17K Hold
1,000
﹤0.01% 1040
2015
Q1
$18K Hold
1,000
0.01% 1027
2014
Q4
$18K Sell
1,000
-1,375
-58% -$24.9K ﹤0.01% 1270
2014
Q3
$46K Hold
2,375
0.01% 959
2014
Q2
$46K Hold
2,375
0.01% 950
2014
Q1
$44K Hold
2,375
0.01% 961
2013
Q4
$44K Hold
2,375
0.01% 1051
2013
Q3
$42K Hold
2,375
0.01% 996
2013
Q2
$42K Buy
+2,375
New +$43.8K 0.01% 956

WFG Advisors's GGE Position: Q1 2017 in Review

WFG Advisors sold out of Guggenheim Enhncd Eqty Strtgy Fd (GGE) in Q1 2017, closing a stake of 73 shares — an estimated $1K sold.

WFG Advisors first reported a position in GGE in Q2 2013 and held it in 14 quarters. The position peaked at $46K in Q3 2014. 0 funds tracked by Wall St. Rank hold GGE as of Q1 2017.

  • WFG Advisors reported no remaining Guggenheim Enhncd Eqty Strtgy Fd position as of Q1 2017 after selling out during the quarter.
  • WFG Advisors sold 73 Guggenheim Enhncd Eqty Strtgy Fd shares in Q1 2017, an estimated $1K.
  • WFG Advisors first reported a position in Guggenheim Enhncd Eqty Strtgy Fd in Q2 2013 and held it in 14 quarters.
  • WFG Advisors's Guggenheim Enhncd Eqty Strtgy Fd position peaked at $46K in Q3 2014.
  • 0 funds tracked by Wall St. Rank held Guggenheim Enhncd Eqty Strtgy Fd as of Q1 2017.

Based on WFG Advisors's 13F filing for Q1 2017, filed 10 May 2017.