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.