First Horizon Advisors’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

First Horizon Advisors’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	-500	Closed	-$8K	–	1470
2020 Q2	$8K	Hold	500	–	–	﹤0.01%	1067
2020 Q1	$7K	Hold	500	–	–	﹤0.01%	1021
2019 Q4	$9K	Hold	500	–	–	﹤0.01%	1094
2019 Q3	$9K	Hold	500	–	–	﹤0.01%	1098
2019 Q2	$10K	Hold	500	–	–	﹤0.01%	1083
2019 Q1	$9K	Hold	500	–	–	﹤0.01%	1080
2018 Q4	$9K	Hold	500	–	–	﹤0.01%	1050
2018 Q3	$10K	Hold	500	–	–	﹤0.01%	1103
2018 Q2	$10K	Buy	+500	New	+$10.5K	﹤0.01%	1111

Other funds holding GOF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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 Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

First Horizon Advisors's GOF Position: Q3 2020 in Review

First Horizon Advisors sold out of Guggenheim Strategic Opportunities Fund (GOF) in Q3 2020, closing a stake of 500 shares — an estimated $8K sold.

First Horizon Advisors first reported a position in GOF in Q2 2018 and held it in 9 quarters. The position peaked at $10K in Q2 2019. 61 funds tracked by Wall St. Rank hold GOF as of Q3 2020.

First Horizon Advisors reported no remaining Guggenheim Strategic Opportunities Fund position as of Q3 2020 after selling out during the quarter.
First Horizon Advisors sold 500 Guggenheim Strategic Opportunities Fund shares in Q3 2020, an estimated $8K.
First Horizon Advisors first reported a position in Guggenheim Strategic Opportunities Fund in Q2 2018 and held it in 9 quarters.
First Horizon Advisors's Guggenheim Strategic Opportunities Fund position peaked at $10K in Q2 2019.
61 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q3 2020.

Based on First Horizon Advisors's 13F filing for Q3 2020, filed 12 Nov 2020.