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MB Financial Bank - Trust Department’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

MB Financial Bank - Trust Department’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
2015
Q2 		– Sell
-408
Closed -$9K – 635
2015
Q1 		$9K Buy
+408
New +$8.64K ﹤0.01% 354

Other funds holding GOF

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 $44.6B AUM 28.94% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
NPC
National Planning Corporation El Segundo, California $726K AUM 14.28% 1-Year Est. Return

MB Financial Bank - Trust Department's GOF Position: Q2 2015 in Review

MB Financial Bank - Trust Department sold out of Guggenheim Strategic Opportunities Fund (GOF) in Q2 2015, closing a stake of 408 shares — an estimated $9K sold.

MB Financial Bank - Trust Department first reported a position in GOF in Q1 2015 and held it in 1 quarter. The position peaked at $9K in Q1 2015. 32 funds tracked by Wall St. Rank hold GOF as of Q2 2015.

  • MB Financial Bank - Trust Department reported no remaining Guggenheim Strategic Opportunities Fund position as of Q2 2015 after selling out during the quarter.
  • MB Financial Bank - Trust Department sold 408 Guggenheim Strategic Opportunities Fund shares in Q2 2015, an estimated $9K.
  • MB Financial Bank - Trust Department first reported a position in Guggenheim Strategic Opportunities Fund in Q1 2015 and held it in 1 quarter.
  • MB Financial Bank - Trust Department's Guggenheim Strategic Opportunities Fund position peaked at $9K in Q1 2015.
  • 32 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q2 2015.

Based on MB Financial Bank - Trust Department's 13F filing for Q2 2015, filed 15 Jul 2015.