A detailed history of Jacobi Capital Management LLC transactions in Guggenheim Strategic Opportunities Fund stock. As of the latest transaction made, Jacobi Capital Management LLC holds 19,200 shares of GOF stock, worth $304,512. This represents 0.02% of its overall portfolio holdings.

Number of Shares
19,200
Previous 15,635 22.8%
Holding current value
$304,512
Previous $233,000 29.61%
% of portfolio
0.02%
Previous 0.02%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$14.94 - $15.76 $53,261 - $56,184
3,565 Added 22.8%
19,200 $302,000
Q2 2024

Aug 09, 2024

BUY
$13.8 - $14.95 $49,266 - $53,371
3,570 Added 29.59%
15,635 $233,000
Q1 2024

May 10, 2024

BUY
$13.0 - $14.9 $18,720 - $21,456
1,440 Added 13.55%
12,065 $172,000
Q4 2023

Feb 14, 2024

BUY
$11.16 - $14.08 $118,575 - $149,600
10,625 New
10,625 $136,000
Q3 2018

Nov 14, 2018

SELL
$20.58 - $22.31 $8,746 - $9,481
-425 Closed
0 $0
Q2 2018

Aug 14, 2018

BUY
$20.2 - $21.95 $242 - $263
12 Added 2.91%
425 $9,000
Q1 2018

May 03, 2018

BUY
$19.63 - $21.83 $215 - $240
11 Added 2.74%
413 $8,000
Q4 2017

Feb 05, 2018

BUY
$21.1 - $21.77 $147 - $152
7 Added 1.77%
402 $9,000
Q2 2017

Aug 10, 2017

BUY
N/A
395
395 $8,000

Others Institutions Holding GOF

About GUGGENHEIM STRATEGIC OPPORTUNITIES FUND


  • Ticker GOF
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Description
  • Guggenheim Strategic Opportunities Fund is a closed-ended balanced mutual fund launched and managed by Guggenheim Funds Investment Advisors, LLC. The fund is co-managed by Guggenheim Partners Investment Management LLC. It invests in public equity and fixed income markets across the globe. For its equity portion, the fund invests directly and thr...
More about GOF
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