United Capital Financial Advisors’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

United Capital Financial Advisors’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
2020 Q2	–	Sell	-17,922	Closed	-$273K	–	1215
2020 Q1	$273K	Hold	17,922	–	–	﹤0.01%	994
2019 Q4	$324K	Buy	17,922 +125	+0.7%	+$2.39K	﹤0.01%	1112
2019 Q3	$344K	Hold	17,797	–	–	﹤0.01%	1044
2019 Q2	$364K	Hold	17,797	–	–	﹤0.01%	1141
2019 Q1	$350K	Hold	17,797	–	–	﹤0.01%	1082
2018 Q4	$325K	Hold	17,797	–	–	﹤0.01%	1036
2018 Q3	$374K	Buy	+17,797	New	+$387K	﹤0.01%	1031

Other funds holding GOF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

United Capital Financial Advisors's GOF Position: Q2 2020 in Review

United Capital Financial Advisors sold out of Guggenheim Strategic Opportunities Fund (GOF) in Q2 2020, closing a stake of 17,922 shares — an estimated $273K sold.

United Capital Financial Advisors first reported a position in GOF in Q3 2018 and held it in 7 quarters. The position peaked at $374K in Q3 2018. 61 funds tracked by Wall St. Rank hold GOF as of Q2 2020.

United Capital Financial Advisors reported no remaining Guggenheim Strategic Opportunities Fund position as of Q2 2020 after selling out during the quarter.
United Capital Financial Advisors sold 17,922 Guggenheim Strategic Opportunities Fund shares in Q2 2020, an estimated $273K.
United Capital Financial Advisors first reported a position in Guggenheim Strategic Opportunities Fund in Q3 2018 and held it in 7 quarters.
United Capital Financial Advisors's Guggenheim Strategic Opportunities Fund position peaked at $374K in Q3 2018.
61 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q2 2020.

Based on United Capital Financial Advisors's 13F filing for Q2 2020, filed 13 Aug 2020.