Archford Capital Strategies’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

Archford Capital Strategies’s Portfolio GOF Stock Details GOF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-100	Closed	-$2K	–	700
2018 Q1	$2K	Buy	+100	New	+$2.06K	﹤0.01%	517
2017 Q2	–	Sell	-100	Closed	-$2K	–	355
2017 Q1	$2K	Hold	100	–	–	﹤0.01%	592
2016 Q4	$1K	Hold	100	–	–	﹤0.01%	569
2016 Q3	$1K	Buy	+100	New	+$1.88K	﹤0.01%	591
2016 Q1	–	Sell	-100	Closed	-$3K	–	338
2015 Q4	$3K	Buy	+100	New	+$1.78K	﹤0.01%	662

Other funds holding GOF

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

MFW

Mosaic Family Wealth St. Louis, Missouri $384M AUM 21.14% 1-Year Est. Return

Archford Capital Strategies's GOF Position: Q2 2018 in Review

Archford Capital Strategies sold out of Guggenheim Strategic Opportunities Fund (GOF) in Q2 2018, closing a stake of 100 shares — an estimated $2K sold.

Archford Capital Strategies first reported a position in GOF in Q4 2015 and held it in 5 quarters. The position peaked at $3K in Q4 2015. 57 funds tracked by Wall St. Rank hold GOF as of Q2 2018.

Archford Capital Strategies reported no remaining Guggenheim Strategic Opportunities Fund position as of Q2 2018 after selling out during the quarter.
Archford Capital Strategies sold 100 Guggenheim Strategic Opportunities Fund shares in Q2 2018, an estimated $2K.
Archford Capital Strategies first reported a position in Guggenheim Strategic Opportunities Fund in Q4 2015 and held it in 5 quarters.
Archford Capital Strategies's Guggenheim Strategic Opportunities Fund position peaked at $3K in Q4 2015.
57 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q2 2018.

Based on Archford Capital Strategies's 13F filing for Q2 2018, filed 14 Aug 2018.