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FourThought Financial’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

FourThought Financial’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
2021
Q2 		– Sell
-700
Closed -$14K – 1562
2021
Q1 		$14K Hold
700
– – ﹤0.01% 982
2020
Q4 		$13K Buy
+700
New +$12.9K ﹤0.01% 970

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
MGWM
Marks Group Wealth Management Minnetonka, Minnesota $1.04B AUM 8.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

FourThought Financial's GOF Position: Q2 2021 in Review

FourThought Financial sold out of Guggenheim Strategic Opportunities Fund (GOF) in Q2 2021, closing a stake of 700 shares — an estimated $14K sold.

FourThought Financial first reported a position in GOF in Q4 2020 and held it in 2 quarters. The position peaked at $14K in Q1 2021. 76 funds tracked by Wall St. Rank hold GOF as of Q2 2021.

  • FourThought Financial reported no remaining Guggenheim Strategic Opportunities Fund position as of Q2 2021 after selling out during the quarter.
  • FourThought Financial sold 700 Guggenheim Strategic Opportunities Fund shares in Q2 2021, an estimated $14K.
  • FourThought Financial first reported a position in Guggenheim Strategic Opportunities Fund in Q4 2020 and held it in 2 quarters.
  • FourThought Financial's Guggenheim Strategic Opportunities Fund position peaked at $14K in Q1 2021.
  • 76 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q2 2021.

Based on FourThought Financial's 13F filing for Q2 2021, filed 12 Nov 2021.