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Sonora Investment Management’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

Sonora Investment 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
2021
Q3 		$5K Buy
+275
New +$5.86K ﹤0.01% 875

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
MGWM
Marks Group Wealth Management Minnetonka, Minnesota $1.04B AUM 8.96% 1-Year Est. Return

Sonora Investment Management's GOF Position: Q3 2021 in Review

Sonora Investment Management opened a new position in Guggenheim Strategic Opportunities Fund (GOF) in Q3 2021: 275 shares worth $5K. The stake represents ﹤0.01% of the portfolio and ranks #875 among its holdings.

84 funds tracked by Wall St. Rank hold GOF as of Q3 2021.

  • Sonora Investment Management held 275 shares of Guggenheim Strategic Opportunities Fund worth $5K as of Q3 2021.
  • Guggenheim Strategic Opportunities Fund was a new Sonora Investment Management position in Q3 2021.
  • Guggenheim Strategic Opportunities Fund made up ﹤0.01% of Sonora Investment Management's portfolio in Q3 2021, its #875 holding.
  • 84 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.