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Winslow Evans & Crocker’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

Winslow Evans & Crocker’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
Q4 		$11K Buy
550
+150
+38% +$2.76K ﹤0.01% 929
2020
Q3 		$7K Hold
400
– – ﹤0.01% 810
2020
Q2 		$7K Hold
400
– – ﹤0.01% 802
2020
Q1 		$8K Sell
400
-400
-50% -$7.01K ﹤0.01% 752
2019
Q4 		$16K Sell
800
-150
-16% -$2.87K ﹤0.01% 711
2019
Q3 		$20K Sell
950
-400
-30% -$8.03K 0.01% 645
2019
Q2 		$28K Sell
1,350
-30
-2% -$604 0.01% 616
2019
Q1 		$28K Hold
1,380
– – 0.01% 601
2018
Q4 		$26K Buy
1,380
+400
+41% +$7.78K 0.01% 589
2018
Q3 		$22K Buy
980
+860
+717% +$18.7K 0.01% 641
2018
Q2 		$4K Hold
120
– – ﹤0.01% 962
2018
Q1 		$2.44K Buy
+120
New +$2.47K ﹤0.01% 997
2017
Q3 		– Sell
-600
Closed -$12.7K – 1163
2017
Q2 		$12.7K Sell
600
-300
-33% -$6.28K ﹤0.01% 860
2017
Q1 		$18.3K Hold
900
– – 0.01% 747
2016
Q4 		$17.7K Hold
900
– – 0.01% 752
2016
Q3 		$17.2K Hold
900
– – ﹤0.01% 769
2016
Q2 		$16.3K Hold
900
– – ﹤0.01% 755
2016
Q1 		$15.3K Hold
900
– – ﹤0.01% 768
2015
Q4 		$15.1K Hold
900
– – ﹤0.01% 810
2015
Q3 		$16.1K Hold
900
– – 0.01% 779
2015
Q2 		$17.9K Hold
900
– – 0.01% 790
2015
Q1 		$19.2K Hold
900
– – 0.01% 741
2014
Q4 		$18.8K Hold
900
– – 0.01% 750
2014
Q3 		$19.7K Hold
900
– – 0.01% 744
2014
Q2 		$19.8K Sell
900
-150
-14% -$3.24K 0.01% 679
2014
Q1 		$22.3K Buy
1,050
+200
+24% +$4.25K 0.01% 640
2013
Q4 		$18K Buy
+850
New +$18.5K 0.01% 726

Other funds holding GOF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MGWM
Marks Group Wealth Management Minnetonka, Minnesota $1.04B AUM 8.96% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Winslow Evans & Crocker's GOF Position: Q4 2020 in Review

Winslow Evans & Crocker increased its Guggenheim Strategic Opportunities Fund (GOF) stake by 38% in Q4 2020, buying an estimated $2.76K and bringing the position to 550 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #929.

Winslow Evans & Crocker first reported a position in GOF in Q4 2013 and has held it in 27 quarters since. The position peaked at $28K in Q2 2019. 70 funds tracked by Wall St. Rank hold GOF as of Q4 2020.

  • Winslow Evans & Crocker held 550 shares of Guggenheim Strategic Opportunities Fund worth $11K as of Q4 2020.
  • Winslow Evans & Crocker bought 150 Guggenheim Strategic Opportunities Fund shares in Q4 2020, an estimated $2.76K.
  • Guggenheim Strategic Opportunities Fund made up ﹤0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #929 holding.
  • Winslow Evans & Crocker first reported a position in Guggenheim Strategic Opportunities Fund in Q4 2013 and has held it in 27 quarters since.
  • Winslow Evans & Crocker's Guggenheim Strategic Opportunities Fund position peaked at $28K in Q2 2019.
  • 70 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.