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Vantage Investment Advisors’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

Vantage Investment 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
2016
Q4 		– Sell
-2,225
Closed -$43K – 820
2016
Q3 		$43K Buy
+2,225
New +$41.8K 0.02% 263

Other funds holding GOF

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
LCM
Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return
UR
USCA RIA Houston, Texas $1.65B AUM 39.8% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Vantage Investment Advisors's GOF Position: Q4 2016 in Review

Vantage Investment Advisors sold out of Guggenheim Strategic Opportunities Fund (GOF) in Q4 2016, closing a stake of 2,225 shares — an estimated $43K sold.

Vantage Investment Advisors first reported a position in GOF in Q3 2016 and held it in 1 quarter. The position peaked at $43K in Q3 2016. 42 funds tracked by Wall St. Rank hold GOF as of Q4 2016.

  • Vantage Investment Advisors reported no remaining Guggenheim Strategic Opportunities Fund position as of Q4 2016 after selling out during the quarter.
  • Vantage Investment Advisors sold 2,225 Guggenheim Strategic Opportunities Fund shares in Q4 2016, an estimated $43K.
  • Vantage Investment Advisors first reported a position in Guggenheim Strategic Opportunities Fund in Q3 2016 and held it in 1 quarter.
  • Vantage Investment Advisors's Guggenheim Strategic Opportunities Fund position peaked at $43K in Q3 2016.
  • 42 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q4 2016.

Based on Vantage Investment Advisors's 13F filing for Q4 2016, filed 13 Feb 2017.