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BOK Financial’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

BOK Financial’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
2023
Q2 		– Sell
-311
Closed -$5.03K – 1113
2023
Q1 		$5.03K Buy
+311
New +$5.13K ﹤0.01% 1052
2018
Q3 		– Sell
-9,369
Closed -$206K – 934
2018
Q2 		$206K Buy
+9,369
New +$197K 0.01% 865
2018
Q1 		– Sell
-9,369
Closed -$202K – 925
2017
Q4 		$202K Buy
+9,369
New +$201K 0.01% 863

Other funds holding GOF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BOK Financial's GOF Position: Q2 2023 in Review

BOK Financial sold out of Guggenheim Strategic Opportunities Fund (GOF) in Q2 2023, closing a stake of 311 shares — an estimated $5.03K sold.

BOK Financial first reported a position in GOF in Q4 2017 and held it in 3 quarters. The position peaked at $206K in Q2 2018. 122 funds tracked by Wall St. Rank hold GOF as of Q2 2023.

  • BOK Financial reported no remaining Guggenheim Strategic Opportunities Fund position as of Q2 2023 after selling out during the quarter.
  • BOK Financial sold 311 Guggenheim Strategic Opportunities Fund shares in Q2 2023, an estimated $5.03K.
  • BOK Financial first reported a position in Guggenheim Strategic Opportunities Fund in Q4 2017 and held it in 3 quarters.
  • BOK Financial's Guggenheim Strategic Opportunities Fund position peaked at $206K in Q2 2018.
  • 122 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q2 2023.

Based on BOK Financial's 13F filing for Q2 2023, filed 21 Aug 2023.