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Diversified’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

Diversified’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
2021
Q1 		– Sell
-2,643
Closed -$47K – 180
2020
Q4 		$47K Buy
+2,643
New +$48.7K 0.04% 183

Other funds holding GOF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
MGWM
Marks Group Wealth Management Minnetonka, Minnesota $1.04B AUM 8.96% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Diversified's GOF Position: Q1 2021 in Review

Diversified sold out of Guggenheim Strategic Opportunities Fund (GOF) in Q1 2021, closing a stake of 2,643 shares — an estimated $47K sold.

Diversified first reported a position in GOF in Q4 2020 and held it in 1 quarter. The position peaked at $47K in Q4 2020. 74 funds tracked by Wall St. Rank hold GOF as of Q1 2021.

  • Diversified reported no remaining Guggenheim Strategic Opportunities Fund position as of Q1 2021 after selling out during the quarter.
  • Diversified sold 2,643 Guggenheim Strategic Opportunities Fund shares in Q1 2021, an estimated $47K.
  • Diversified first reported a position in Guggenheim Strategic Opportunities Fund in Q4 2020 and held it in 1 quarter.
  • Diversified's Guggenheim Strategic Opportunities Fund position peaked at $47K in Q4 2020.
  • 74 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q1 2021.

Based on Diversified's 13F filing for Q1 2021, filed 5 May 2021.