Stelac Advisory Services
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Stelac Advisory Services’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

Stelac Advisory Services’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
-14,000
Closed -$256K – 102
2019
Q1 		$256K Hold
14,000
– – 0.12% 50
2018
Q4 		$256K Buy
+14,000
New +$272K 0.12% 45
2018
Q3 		– Sell
-12,138
Closed -$266K – 150
2018
Q2 		$266K Buy
+12,138
New +$255K 0.07% 67

Other funds holding GOF

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UBS Group
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Ladenburg Thalmann Financial Services
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Advisor Group
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Stelac Advisory Services's GOF Position: Q2 2019 in Review

Stelac Advisory Services sold out of Guggenheim Strategic Opportunities Fund (GOF) in Q2 2019, closing a stake of 14,000 shares — an estimated $256K sold.

Stelac Advisory Services first reported a position in GOF in Q2 2018 and held it in 3 quarters. The position peaked at $266K in Q2 2018. 53 funds tracked by Wall St. Rank hold GOF as of Q2 2019.

  • Stelac Advisory Services reported no remaining Guggenheim Strategic Opportunities Fund position as of Q2 2019 after selling out during the quarter.
  • Stelac Advisory Services sold 14,000 Guggenheim Strategic Opportunities Fund shares in Q2 2019, an estimated $256K.
  • Stelac Advisory Services first reported a position in Guggenheim Strategic Opportunities Fund in Q2 2018 and held it in 3 quarters.
  • Stelac Advisory Services's Guggenheim Strategic Opportunities Fund position peaked at $266K in Q2 2018.
  • 53 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q2 2019.

Based on Stelac Advisory Services's 13F filing for Q2 2019, filed 29 Jul 2019.