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

Financial Gravity 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
Q3 		– Sell
-71
Closed -$1K – 1335
2019
Q2 		$1K Buy
+71
New +$1.43K ﹤0.01% 1053
2018
Q3 		– Sell
-381
Closed -$8K – 1481
2018
Q2 		$8K Buy
+381
New +$8.02K 0.01% 616

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
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Financial Gravity Asset Management's GOF Position: Q3 2019 in Review

Financial Gravity Asset Management sold out of Guggenheim Strategic Opportunities Fund (GOF) in Q3 2019, closing a stake of 71 shares — an estimated $1K sold.

Financial Gravity Asset Management first reported a position in GOF in Q2 2018 and held it in 2 quarters. The position peaked at $8K in Q2 2018. 55 funds tracked by Wall St. Rank hold GOF as of Q3 2019.

  • Financial Gravity Asset Management reported no remaining Guggenheim Strategic Opportunities Fund position as of Q3 2019 after selling out during the quarter.
  • Financial Gravity Asset Management sold 71 Guggenheim Strategic Opportunities Fund shares in Q3 2019, an estimated $1K.
  • Financial Gravity Asset Management first reported a position in Guggenheim Strategic Opportunities Fund in Q2 2018 and held it in 2 quarters.
  • Financial Gravity Asset Management's Guggenheim Strategic Opportunities Fund position peaked at $8K in Q2 2018.
  • 55 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q3 2019.

Based on Financial Gravity Asset Management's 13F filing for Q3 2019, filed 15 Oct 2019.