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McElhenny Sheffield Capital Management’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

McElhenny Sheffield Capital Management’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
2023
Q1 		– Sell
-775
Closed -$11.8K – 295
2022
Q4 		$11.8K Buy
+775
New +$12.2K 0.01% 319

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
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

McElhenny Sheffield Capital Management's GOF Position: Q1 2023 in Review

McElhenny Sheffield Capital Management sold out of Guggenheim Strategic Opportunities Fund (GOF) in Q1 2023, closing a stake of 775 shares — an estimated $11.8K sold.

McElhenny Sheffield Capital Management first reported a position in GOF in Q4 2022 and held it in 1 quarter. The position peaked at $11.8K in Q4 2022. 126 funds tracked by Wall St. Rank hold GOF as of Q1 2023.

  • McElhenny Sheffield Capital Management reported no remaining Guggenheim Strategic Opportunities Fund position as of Q1 2023 after selling out during the quarter.
  • McElhenny Sheffield Capital Management sold 775 Guggenheim Strategic Opportunities Fund shares in Q1 2023, an estimated $11.8K.
  • McElhenny Sheffield Capital Management first reported a position in Guggenheim Strategic Opportunities Fund in Q4 2022 and held it in 1 quarter.
  • McElhenny Sheffield Capital Management's Guggenheim Strategic Opportunities Fund position peaked at $11.8K in Q4 2022.
  • 126 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q1 2023.

Based on McElhenny Sheffield Capital Management's 13F filing for Q1 2023, filed 13 Apr 2023.