AG
GGM

Advisor Group’s GUGGENHEIM CREDIT ALLOCATION FUND GGM Stock Holding History

Advisor Group’s Portfolio GGM Stock Details GGM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$2K Hold
100
– – ﹤0.01% 5056
2019
Q3 		$2K Hold
100
– – ﹤0.01% 5039
2019
Q2 		$2K Sell
100
-3,756
-97% -$78.1K ﹤0.01% 5033
2019
Q1 		$78K Buy
3,856
+81
+2% +$1.63K ﹤0.01% 3069
2018
Q4 		$69K Buy
3,775
+2,775
+278% +$55.9K ﹤0.01% 2962
2018
Q3 		$22K Hold
1,000
– – ﹤0.01% 3850
2018
Q2 		$22K Hold
1,000
– – ﹤0.01% 3666
2018
Q1 		$21K Buy
+1,000
New +$22.3K ﹤0.01% 3661

Other funds holding GGM

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
MAFM
Mid Atlantic Financial Management Pittsburgh, Pennsylvania $1.49B AUM 24.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Advisor Group's GGM Position: Q4 2019 in Review

Advisor Group held its GUGGENHEIM CREDIT ALLOCATION FUND (GGM) position steady in Q4 2019 at 100 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #5056.

Advisor Group first reported a position in GGM in Q1 2018 and has held it in 8 quarters since. The position peaked at $78K in Q1 2019. 22 funds tracked by Wall St. Rank hold GGM as of Q4 2019.

  • Advisor Group held 100 shares of GUGGENHEIM CREDIT ALLOCATION FUND worth $2K as of Q4 2019.
  • Advisor Group left its GUGGENHEIM CREDIT ALLOCATION FUND share count unchanged in Q4 2019.
  • GUGGENHEIM CREDIT ALLOCATION FUND made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #5056 holding.
  • Advisor Group first reported a position in GUGGENHEIM CREDIT ALLOCATION FUND in Q1 2018 and has held it in 8 quarters since.
  • Advisor Group's GUGGENHEIM CREDIT ALLOCATION FUND position peaked at $78K in Q1 2019.
  • 22 funds tracked by Wall St. Rank held GUGGENHEIM CREDIT ALLOCATION FUND as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.