Lincoln National Corp’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

Lincoln National Corp’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
2019 Q2	–	Sell	-12,294	Closed	-$242K	–	572
2019 Q1	$242K	Buy	12,294 +171	+1%	+$3.34K	0.01%	439
2018 Q4	$221K	Buy	12,123 +168	+1%	+$3.27K	0.01%	425
2018 Q3	$251K	Buy	11,955 +2,130	+22%	+$46.3K	0.01%	404
2018 Q2	$216K	Buy	+9,825	New	+$207K	0.01%	436

Other funds holding GOF

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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 $495B AUM 43.24% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Lincoln National Corp's GOF Position: Q2 2019 in Review

Lincoln National Corp sold out of Guggenheim Strategic Opportunities Fund (GOF) in Q2 2019, closing a stake of 12,294 shares — an estimated $242K sold.

Lincoln National Corp first reported a position in GOF in Q2 2018 and held it in 4 quarters. The position peaked at $251K in Q3 2018. 53 funds tracked by Wall St. Rank hold GOF as of Q2 2019.

Lincoln National Corp reported no remaining Guggenheim Strategic Opportunities Fund position as of Q2 2019 after selling out during the quarter.
Lincoln National Corp sold 12,294 Guggenheim Strategic Opportunities Fund shares in Q2 2019, an estimated $242K.
Lincoln National Corp first reported a position in Guggenheim Strategic Opportunities Fund in Q2 2018 and held it in 4 quarters.
Lincoln National Corp's Guggenheim Strategic Opportunities Fund position peaked at $251K in Q3 2018.
53 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q2 2019.

Based on Lincoln National Corp's 13F filing for Q2 2019, filed 6 Aug 2019.