FGC
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Financial Gravity Companies’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

Financial Gravity Companies’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
Q1 		– Sell
-162
Closed -$3K – 1486
2017
Q4 		$3K Buy
+162
New +$3.47K ﹤0.01% 837

Other funds holding GOF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
MFW
Mosaic Family Wealth St. Louis, Missouri $384M AUM 21.14% 1-Year Est. Return

Financial Gravity Companies's GOF Position: Q1 2018 in Review

Financial Gravity Companies sold out of Guggenheim Strategic Opportunities Fund (GOF) in Q1 2018, closing a stake of 162 shares — an estimated $3K sold.

Financial Gravity Companies first reported a position in GOF in Q4 2017 and held it in 1 quarter. The position peaked at $3K in Q4 2017. 49 funds tracked by Wall St. Rank hold GOF as of Q1 2018.

  • Financial Gravity Companies reported no remaining Guggenheim Strategic Opportunities Fund position as of Q1 2018 after selling out during the quarter.
  • Financial Gravity Companies sold 162 Guggenheim Strategic Opportunities Fund shares in Q1 2018, an estimated $3K.
  • Financial Gravity Companies first reported a position in Guggenheim Strategic Opportunities Fund in Q4 2017 and held it in 1 quarter.
  • Financial Gravity Companies's Guggenheim Strategic Opportunities Fund position peaked at $3K in Q4 2017.
  • 49 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q1 2018.

Based on Financial Gravity Companies's 13F filing for Q1 2018, filed 4 May 2018.