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Cornerstone Wealth Management’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

Cornerstone Wealth 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
2018
Q4 		– Sell
-24,585
Closed -$1.15M – 663
2018
Q3 		$1.15M Sell
24,585
-36,074
-59% -$785K 0.01% 670
2018
Q2 		$2.74M Buy
+60,659
New +$1.28M 0.03% 441

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Cornerstone Wealth Management's GOF Position: Q4 2018 in Review

Cornerstone Wealth Management sold out of Guggenheim Strategic Opportunities Fund (GOF) in Q4 2018, closing a stake of 24,585 shares — an estimated $1.15M sold.

Cornerstone Wealth Management first reported a position in GOF in Q2 2018 and held it in 2 quarters. The position peaked at $2.74M in Q2 2018. 58 funds tracked by Wall St. Rank hold GOF as of Q4 2018.

  • Cornerstone Wealth Management reported no remaining Guggenheim Strategic Opportunities Fund position as of Q4 2018 after selling out during the quarter.
  • Cornerstone Wealth Management sold 24,585 Guggenheim Strategic Opportunities Fund shares in Q4 2018, an estimated $1.15M.
  • Cornerstone Wealth Management first reported a position in Guggenheim Strategic Opportunities Fund in Q2 2018 and held it in 2 quarters.
  • Cornerstone Wealth Management's Guggenheim Strategic Opportunities Fund position peaked at $2.74M in Q2 2018.
  • 58 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q4 2018.

Based on Cornerstone Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2019.