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Guggenheim Enhanced Equity S

CUSIP: 40167K100 | 59 institutional holders

Quarters

Q4 2016Q3 2016Q2 2016Q1 2016Q4 2015
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q4 2016

Blue Bell Private Wealth Management, LLC158,941
1.6% of portfolio›$2.6K
Bank of America Corp148,799
0.0% of portfolio›$2.4K
Guggenheim Capital LLC135,028
0.0% of portfolio›$2.2K
Morgan Stanley123,790
0.0% of portfolio›$2.0K
Relative Value Partners Group, LLC121,726
0.2% of portfolio›$2.0K
Thomas J. Herzfeld Advisors, Inc.61,363
0.3% of portfolio›$991
Baird Financial Group, Inc.50,226
0.0% of portfolio›$811
CSS LLC46,211
0.0% of portfolio›$746
First Allied Advisory Services, Inc.24,841
0.0% of portfolio›$401
Cetera Advisor Networks LLC19,800
0.0% of portfolio›$317
Laurion Capital Management LP18,289
0.0% of portfolio›$295
UBS Group AG15,139
0.0% of portfolio›$245
Wells Fargo & Company12,915
0.0% of portfolio›$209
Raymond James & Associates11,497
0.0% of portfolio›$186
Ladenburg Thalmann Financial Services Inc8,861
0.0% of portfolio›$143
Royal Bank of Canada6,678
0.0% of portfolio›$108
Advisor Group, Inc.3,443
0.0% of portfolio›$56
Bruderman Asset Management, LLC2,340
0.0% of portfolio›$38
IFP Advisors, Inc1,575
0.0% of portfolio›$25
Citigroup Inc1,076
0.0% of portfolio›$17
TCI Wealth Advisors, Inc.158
0.0% of portfolio›$3
WFG Advisors, LP73
0.0% of portfolio›$1
Creative Planning60
0.0% of portfolio›$1
MetLife Securities, Inc7
0.0% of portfolio›$0
StyleTurnoverLocationFiled
Blue Bell Private Wealth Management, LLC
158,941$2.6K1.6%YieldVery LowBlue Bell, PA2017-01-30
Bank of America Corp
148,799$2.4K0.0%CoreLowCharlotte, NC2017-02-14
Guggenheim Capital LLC
135,028$2.2K0.0%CoreLowChicago, IL2017-02-14
Morgan Stanley
123,790$2.0K0.0%CoreLowNew York, NY2017-02-22
Relative Value Partners Group, LLC
121,726$2.0K0.2%YieldVery LowNorthbrook, IL2017-02-10
Thomas J. Herzfeld Advisors, Inc.
61,363$9910.3%YieldHighMiami Beach, FL2017-02-14
Baird Financial Group, Inc.
50,226$8110.0%CoreLowMilwaukee, WI2017-02-10
CSS LLC
46,211$7460.0%Deep ValueHighChicago, IL2017-02-14
First Allied Advisory Services, Inc.
24,841$4010.0%N/AN/AChesterfield, MO2017-02-13
Cetera Advisor Networks LLC
19,800$3170.0%N/AN/AEl Segundo, CA2017-02-15
Laurion Capital Management LP
18,289$2950.0%GrowthVery HighNew York, NY2017-02-13
UBS Group AG
15,139$2450.0%CoreMediumZurich, Switzerland2017-02-14
Wells Fargo & Company
12,915$2090.0%CoreLowSan Francisco, CA2017-02-01
Raymond James & Associates
11,497$1860.0%N/AN/ASt Petersburg, FL2017-02-14
Ladenburg Thalmann Financial Services Inc
8,861$1430.0%N/AN/AMiami, FL2017-02-14
Royal Bank of Canada
6,678$1080.0%CoreLowToronto, Australia2017-02-14
Advisor Group, Inc.
3,443$560.0%N/AN/APhoenix, AZ2017-11-02
Bruderman Asset Management, LLC
2,340$380.0%N/AN/ASuffern, NY2017-02-13
IFP Advisors, Inc
1,575$250.0%GrowthLowTampa, FL2019-06-03
Citigroup Inc
1,076$170.0%CoreMediumNew York, NY2017-02-10
TCI Wealth Advisors, Inc.
158$30.0%ETFLowTucson, AZ2017-02-10
WFG Advisors, LP
73$10.0%N/AN/ADallas, TX2017-03-01
Creative Planning
60$10.0%IndexVery LowOverland Park, KS2017-01-09
MetLife Securities, Inc
7$00.0%N/AN/ANew York, NY2017-01-13