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SWS Partners’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

SWS Partners’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
2018
Q2 		– Sell
-6,000
Closed -$122K – 181
2018
Q1 		$122K Hold
6,000
– – 0.09% 85
2017
Q4 		$129K Buy
+6,000
New +$129K 0.1% 78

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

SWS Partners's GOF Position: Q2 2018 in Review

SWS Partners sold out of Guggenheim Strategic Opportunities Fund (GOF) in Q2 2018, closing a stake of 6,000 shares — an estimated $122K sold.

SWS Partners first reported a position in GOF in Q4 2017 and held it in 2 quarters. The position peaked at $129K in Q4 2017. 58 funds tracked by Wall St. Rank hold GOF as of Q2 2018.

  • SWS Partners reported no remaining Guggenheim Strategic Opportunities Fund position as of Q2 2018 after selling out during the quarter.
  • SWS Partners sold 6,000 Guggenheim Strategic Opportunities Fund shares in Q2 2018, an estimated $122K.
  • SWS Partners first reported a position in Guggenheim Strategic Opportunities Fund in Q4 2017 and held it in 2 quarters.
  • SWS Partners's Guggenheim Strategic Opportunities Fund position peaked at $129K in Q4 2017.
  • 58 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q2 2018.

Based on SWS Partners's 13F filing for Q2 2018, filed 13 Aug 2018.