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Eudaimonia Partners’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

Eudaimonia Partners’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
2020
Q4 		– Sell
-1,195
Closed -$21K – 890
2020
Q3 		$21K Hold
1,195
– – 0.01% 782
2020
Q2 		$20K Buy
+1,195
New +$19K 0.01% 727
2020
Q1 		– Sell
-1,195
Closed -$22K – 712
2019
Q4 		$22K Buy
+1,195
New +$22.9K 0.01% 655

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Eudaimonia Partners's GOF Position: Q4 2020 in Review

Eudaimonia Partners sold out of Guggenheim Strategic Opportunities Fund (GOF) in Q4 2020, closing a stake of 1,195 shares — an estimated $21K sold.

Eudaimonia Partners first reported a position in GOF in Q4 2019 and held it in 3 quarters. The position peaked at $22K in Q4 2019. 70 funds tracked by Wall St. Rank hold GOF as of Q4 2020.

  • Eudaimonia Partners reported no remaining Guggenheim Strategic Opportunities Fund position as of Q4 2020 after selling out during the quarter.
  • Eudaimonia Partners sold 1,195 Guggenheim Strategic Opportunities Fund shares in Q4 2020, an estimated $21K.
  • Eudaimonia Partners first reported a position in Guggenheim Strategic Opportunities Fund in Q4 2019 and held it in 3 quarters.
  • Eudaimonia Partners's Guggenheim Strategic Opportunities Fund position peaked at $22K in Q4 2019.
  • 70 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q4 2020.

Based on Eudaimonia Partners's 13F filing for Q4 2020, filed 18 Feb 2021.