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Gary Goldberg Planning Services’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

Gary Goldberg Planning Services’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
2014
Q4 		$50K Hold
2,410
– – 0.02% 215
2014
Q3 		$53K Hold
2,410
– – 0.02% 214
2014
Q2 		$53K Hold
2,410
– – 0.02% 212
2014
Q1 		$51K Buy
+2,410
New +$51.2K 0.02% 218

Other funds holding GOF

BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
NPC
National Planning Corporation El Segundo, California $726K AUM 14.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Gary Goldberg Planning Services's GOF Position: Q4 2014 in Review

Gary Goldberg Planning Services held its Guggenheim Strategic Opportunities Fund (GOF) position steady in Q4 2014 at 2,410 shares worth $50K. The position accounts for 0.02% of the portfolio, ranked #215.

Gary Goldberg Planning Services first reported a position in GOF in Q1 2014 and has held it in 4 quarters since. The position peaked at $53K in Q3 2014. 30 funds tracked by Wall St. Rank hold GOF as of Q4 2014.

  • Gary Goldberg Planning Services held 2,410 shares of Guggenheim Strategic Opportunities Fund worth $50K as of Q4 2014.
  • Gary Goldberg Planning Services left its Guggenheim Strategic Opportunities Fund share count unchanged in Q4 2014.
  • Guggenheim Strategic Opportunities Fund made up 0.02% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #215 holding.
  • Gary Goldberg Planning Services first reported a position in Guggenheim Strategic Opportunities Fund in Q1 2014 and has held it in 4 quarters since.
  • Gary Goldberg Planning Services's Guggenheim Strategic Opportunities Fund position peaked at $53K in Q3 2014.
  • 30 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.