Advisory Services Network’s GUGGENHEIM CREDIT ALLOCATION FUND GGM Stock Holding History

Advisory Services Network’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
2021 Q3	–	Sell	-2,706	Closed	-$59K	–	3638
2021 Q2	$59K	Buy	+2,706	New	+$57.1K	﹤0.01%	1904

Other funds holding GGM

YCM

Yakira Capital Management Westport, Connecticut $342M AUM 26.97% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

CCP

Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

PGWM

Parisi Gray Wealth Management Mendham, New Jersey $487M AUM 33.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Advisory Services Network's GGM Position: Q3 2021 in Review

Advisory Services Network sold out of GUGGENHEIM CREDIT ALLOCATION FUND (GGM) in Q3 2021, closing a stake of 2,706 shares — an estimated $59K sold.

Advisory Services Network first reported a position in GGM in Q2 2021 and held it in 1 quarter. The position peaked at $59K in Q2 2021. 31 funds tracked by Wall St. Rank hold GGM as of Q3 2021.

Advisory Services Network reported no remaining GUGGENHEIM CREDIT ALLOCATION FUND position as of Q3 2021 after selling out during the quarter.
Advisory Services Network sold 2,706 GUGGENHEIM CREDIT ALLOCATION FUND shares in Q3 2021, an estimated $59K.
Advisory Services Network first reported a position in GUGGENHEIM CREDIT ALLOCATION FUND in Q2 2021 and held it in 1 quarter.
Advisory Services Network's GUGGENHEIM CREDIT ALLOCATION FUND position peaked at $59K in Q2 2021.
31 funds tracked by Wall St. Rank held GUGGENHEIM CREDIT ALLOCATION FUND as of Q3 2021.

Based on Advisory Services Network's 13F filing for Q3 2021, filed 5 Nov 2021.