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Jefferies Financial Group’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

Jefferies Financial Group’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
2024
Q1 		– Sell
-42,610
Closed -$545K – 1763
2023
Q4 		$545K Buy
+42,610
New +$556K ﹤0.01% 1180

Other funds holding GOF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return
VCP
Verus Capital Partners Scottsdale, Arizona $1.85B AUM 60.56% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Jefferies Financial Group's GOF Position: Q1 2024 in Review

Jefferies Financial Group sold out of Guggenheim Strategic Opportunities Fund (GOF) in Q1 2024, closing a stake of 42,610 shares — an estimated $545K sold.

Jefferies Financial Group first reported a position in GOF in Q4 2023 and held it in 1 quarter. The position peaked at $545K in Q4 2023. 142 funds tracked by Wall St. Rank hold GOF as of Q1 2024.

  • Jefferies Financial Group reported no remaining Guggenheim Strategic Opportunities Fund position as of Q1 2024 after selling out during the quarter.
  • Jefferies Financial Group sold 42,610 Guggenheim Strategic Opportunities Fund shares in Q1 2024, an estimated $545K.
  • Jefferies Financial Group first reported a position in Guggenheim Strategic Opportunities Fund in Q4 2023 and held it in 1 quarter.
  • Jefferies Financial Group's Guggenheim Strategic Opportunities Fund position peaked at $545K in Q4 2023.
  • 142 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q1 2024.

Based on Jefferies Financial Group's 13F filing for Q1 2024, filed 13 May 2024.