Bruderman Asset Management’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

Bruderman Asset Management’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
2019 Q2	–	Sell	-4,410	Closed	-$87K	–	282
2019 Q1	$87K	Hold	4,410	–	–	0.02%	211
2018 Q4	$81K	Buy	4,410 +2,000	+83%	+$38.9K	0.02%	201
2018 Q3	$51K	Hold	2,410	–	–	0.01%	188
2018 Q2	$53K	Hold	2,410	–	–	0.01%	195
2018 Q1	$49K	Buy	+2,410	New	+$49.7K	0.01%	200
2017 Q3	–	Sell	-2,410	Closed	-$51K	–	206
2017 Q2	$51K	Buy	+2,410	New	+$50.5K	0.01%	197
2017 Q1	–	Sell	-2,410	Closed	-$47K	–	202
2016 Q4	$47K	Hold	2,410	–	–	0.01%	205
2016 Q3	$46K	Hold	2,410	–	–	0.01%	206
2016 Q2	$44K	Hold	2,410	–	–	0.01%	212
2016 Q1	$41K	Hold	2,410	–	–	0.01%	211
2015 Q4	$41K	Hold	2,410	–	–	0.02%	223
2015 Q3	$43K	Hold	2,410	–	–	0.02%	219
2015 Q2	$48K	Hold	2,410	–	–	0.02%	224
2015 Q1	$51K	Buy	+2,410	New	+$51K	0.02%	208

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

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

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

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

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

RJFSA

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Bruderman Asset Management's GOF Position: Q2 2019 in Review

Bruderman Asset Management sold out of Guggenheim Strategic Opportunities Fund (GOF) in Q2 2019, closing a stake of 4,410 shares — an estimated $87K sold.

Bruderman Asset Management first reported a position in GOF in Q1 2015 and held it in 14 quarters. The position peaked at $87K in Q1 2019. 53 funds tracked by Wall St. Rank hold GOF as of Q2 2019.

Bruderman Asset Management reported no remaining Guggenheim Strategic Opportunities Fund position as of Q2 2019 after selling out during the quarter.
Bruderman Asset Management sold 4,410 Guggenheim Strategic Opportunities Fund shares in Q2 2019, an estimated $87K.
Bruderman Asset Management first reported a position in Guggenheim Strategic Opportunities Fund in Q1 2015 and held it in 14 quarters.
Bruderman Asset Management's Guggenheim Strategic Opportunities Fund position peaked at $87K in Q1 2019.
53 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q2 2019.

Based on Bruderman Asset Management's 13F filing for Q2 2019, filed 12 Aug 2019.