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Samalin Investment Counsel’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

Samalin Investment Counsel’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
Q3 		– Sell
-74,013
Closed -$1.1M – 287
2024
Q2 		$1.1M Buy
74,013
+1,126
+2% +$16.4K 0.52% 47
2024
Q1 		$1.04M Sell
72,887
-202
-0.3% -$2.8K 0.5% 50
2023
Q4 		$936K Buy
+73,089
New +$953K 0.47% 52

Other funds holding GOF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
VCP
Verus Capital Partners Scottsdale, Arizona $1.46B AUM 27.29% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Samalin Investment Counsel's GOF Position: Q3 2024 in Review

Samalin Investment Counsel sold out of Guggenheim Strategic Opportunities Fund (GOF) in Q3 2024, closing a stake of 74,013 shares — an estimated $1.1M sold.

Samalin Investment Counsel first reported a position in GOF in Q4 2023 and held it in 3 quarters. The position peaked at $1.1M in Q2 2024. 152 funds tracked by Wall St. Rank hold GOF as of Q3 2024.

  • Samalin Investment Counsel reported no remaining Guggenheim Strategic Opportunities Fund position as of Q3 2024 after selling out during the quarter.
  • Samalin Investment Counsel sold 74,013 Guggenheim Strategic Opportunities Fund shares in Q3 2024, an estimated $1.1M.
  • Samalin Investment Counsel first reported a position in Guggenheim Strategic Opportunities Fund in Q4 2023 and held it in 3 quarters.
  • Samalin Investment Counsel's Guggenheim Strategic Opportunities Fund position peaked at $1.1M in Q2 2024.
  • 152 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q3 2024.

Based on Samalin Investment Counsel's 13F filing for Q3 2024, filed 13 Nov 2024.