WP
GOF icon

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

WealthPLAN 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
2017
Q2 		– Sell
-604
Closed -$12.4K – 275
2017
Q1 		$12.4K Buy
+604
New +$12.2K 0.04% 238
2016
Q3 		$135K Sell
7,015
-13,095
-65% -$246K 0.04% 195
2016
Q2 		$183K Buy
+20,110
New +$354K 0.02% 407

Other funds holding GOF

GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
UR
USCA RIA Houston, Texas $1.65B AUM 39.8% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

WealthPLAN Partners's GOF Position: Q2 2017 in Review

WealthPLAN Partners sold out of Guggenheim Strategic Opportunities Fund (GOF) in Q2 2017, closing a stake of 604 shares — an estimated $12.4K sold.

WealthPLAN Partners first reported a position in GOF in Q2 2016 and held it in 3 quarters. The position peaked at $183K in Q2 2016. 45 funds tracked by Wall St. Rank hold GOF as of Q2 2017.

  • WealthPLAN Partners reported no remaining Guggenheim Strategic Opportunities Fund position as of Q2 2017 after selling out during the quarter.
  • WealthPLAN Partners sold 604 Guggenheim Strategic Opportunities Fund shares in Q2 2017, an estimated $12.4K.
  • WealthPLAN Partners first reported a position in Guggenheim Strategic Opportunities Fund in Q2 2016 and held it in 3 quarters.
  • WealthPLAN Partners's Guggenheim Strategic Opportunities Fund position peaked at $183K in Q2 2016.
  • 45 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q2 2017.

Based on WealthPLAN Partners's 13F filing for Q2 2017, filed 11 Aug 2017.