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Windsor Capital Management’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

Windsor Capital Management’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
2015
Q4 		– Sell
-403
Closed -$7K – 211
2015
Q3 		$7K Buy
+403
New +$7.59K ﹤0.01% 368

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
UR
USCA RIA Houston, Texas $1.65B AUM 39.8% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
NPC
National Planning Corporation El Segundo, California $726K AUM 14.28% 1-Year Est. Return

Windsor Capital Management's GOF Position: Q4 2015 in Review

Windsor Capital Management sold out of Guggenheim Strategic Opportunities Fund (GOF) in Q4 2015, closing a stake of 403 shares — an estimated $7K sold.

Windsor Capital Management first reported a position in GOF in Q3 2015 and held it in 1 quarter. The position peaked at $7K in Q3 2015. 40 funds tracked by Wall St. Rank hold GOF as of Q4 2015.

  • Windsor Capital Management reported no remaining Guggenheim Strategic Opportunities Fund position as of Q4 2015 after selling out during the quarter.
  • Windsor Capital Management sold 403 Guggenheim Strategic Opportunities Fund shares in Q4 2015, an estimated $7K.
  • Windsor Capital Management first reported a position in Guggenheim Strategic Opportunities Fund in Q3 2015 and held it in 1 quarter.
  • Windsor Capital Management's Guggenheim Strategic Opportunities Fund position peaked at $7K in Q3 2015.
  • 40 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q4 2015.

Based on Windsor Capital Management's 13F filing for Q4 2015, filed 1 Feb 2016.