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Family Management’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

Family 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
2020
Q3 		– Sell
-19,858
Closed -$336K – 140
2020
Q2 		$336K Buy
+19,858
New +$316K 0.14% 97

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
MGWM
Marks Group Wealth Management Minnetonka, Minnesota $1.15B AUM 16.94% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Family Management's GOF Position: Q3 2020 in Review

Family Management sold out of Guggenheim Strategic Opportunities Fund (GOF) in Q3 2020, closing a stake of 19,858 shares — an estimated $336K sold.

Family Management first reported a position in GOF in Q2 2020 and held it in 1 quarter. The position peaked at $336K in Q2 2020. 61 funds tracked by Wall St. Rank hold GOF as of Q3 2020.

  • Family Management reported no remaining Guggenheim Strategic Opportunities Fund position as of Q3 2020 after selling out during the quarter.
  • Family Management sold 19,858 Guggenheim Strategic Opportunities Fund shares in Q3 2020, an estimated $336K.
  • Family Management first reported a position in Guggenheim Strategic Opportunities Fund in Q2 2020 and held it in 1 quarter.
  • Family Management's Guggenheim Strategic Opportunities Fund position peaked at $336K in Q2 2020.
  • 61 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q3 2020.

Based on Family Management's 13F filing for Q3 2020, filed 13 Nov 2020.