WCM
GGE

Windsor Capital Management’s Guggenheim Enhncd Eqty Strtgy Fd GGE Stock Holding History

Windsor Capital Management’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
Q4 		– Sell
-300
Closed -$4K – 527
2015
Q3 		$4K Buy
+300
New +$4.92K ﹤0.01% 447

Other funds holding GGE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return

Windsor Capital Management's GGE Position: Q4 2015 in Review

Windsor Capital Management sold out of Guggenheim Enhncd Eqty Strtgy Fd (GGE) in Q4 2015, closing a stake of 300 shares — an estimated $4K sold.

Windsor Capital Management first reported a position in GGE in Q3 2015 and held it in 1 quarter. The position peaked at $4K in Q3 2015. 32 funds tracked by Wall St. Rank hold GGE as of Q4 2015.

  • Windsor Capital Management reported no remaining Guggenheim Enhncd Eqty Strtgy Fd position as of Q4 2015 after selling out during the quarter.
  • Windsor Capital Management sold 300 Guggenheim Enhncd Eqty Strtgy Fd shares in Q4 2015, an estimated $4K.
  • Windsor Capital Management first reported a position in Guggenheim Enhncd Eqty Strtgy Fd in Q3 2015 and held it in 1 quarter.
  • Windsor Capital Management's Guggenheim Enhncd Eqty Strtgy Fd position peaked at $4K in Q3 2015.
  • 32 funds tracked by Wall St. Rank held Guggenheim Enhncd Eqty Strtgy Fd as of Q4 2015.

Based on Windsor Capital Management's 13F filing for Q4 2015, filed 1 Feb 2016.