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Turner Investments’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

Turner Investments’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
2014
Q2 		– Sell
-700
Closed -$15K – 590
2014
Q1 		$15K Buy
+700
New +$14.9K ﹤0.01% 610

Other funds holding GOF

BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NPC
National Planning Corporation El Segundo, California $726K AUM 14.28% 1-Year Est. Return
FAAS
First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return

Turner Investments's GOF Position: Q2 2014 in Review

Turner Investments sold out of Guggenheim Strategic Opportunities Fund (GOF) in Q2 2014, closing a stake of 700 shares — an estimated $15K sold.

Turner Investments first reported a position in GOF in Q1 2014 and held it in 1 quarter. The position peaked at $15K in Q1 2014. 27 funds tracked by Wall St. Rank hold GOF as of Q2 2014.

  • Turner Investments reported no remaining Guggenheim Strategic Opportunities Fund position as of Q2 2014 after selling out during the quarter.
  • Turner Investments sold 700 Guggenheim Strategic Opportunities Fund shares in Q2 2014, an estimated $15K.
  • Turner Investments first reported a position in Guggenheim Strategic Opportunities Fund in Q1 2014 and held it in 1 quarter.
  • Turner Investments's Guggenheim Strategic Opportunities Fund position peaked at $15K in Q1 2014.
  • 27 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q2 2014.

Based on Turner Investments's 13F filing for Q2 2014, filed 11 Aug 2014.