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GBAB

Atria Investments’s Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust GBAB Stock Holding History

Atria Investments’s Portfolio GBAB Stock Details GBAB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-10,500
Closed -$248K – 561
2016
Q2 		$248K Buy
+10,500
New +$244K 0.03% 397

Other funds holding GBAB

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
MIAN
Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UR
USCA RIA Houston, Texas $1.65B AUM 39.8% 1-Year Est. Return

Atria Investments's GBAB Position: Q3 2016 in Review

Atria Investments sold out of Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust (GBAB) in Q3 2016, closing a stake of 10,500 shares — an estimated $248K sold.

Atria Investments first reported a position in GBAB in Q2 2016 and held it in 1 quarter. The position peaked at $248K in Q2 2016. 33 funds tracked by Wall St. Rank hold GBAB as of Q3 2016.

  • Atria Investments reported no remaining Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust position as of Q3 2016 after selling out during the quarter.
  • Atria Investments sold 10,500 Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust shares in Q3 2016, an estimated $248K.
  • Atria Investments first reported a position in Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust in Q2 2016 and held it in 1 quarter.
  • Atria Investments's Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust position peaked at $248K in Q2 2016.
  • 33 funds tracked by Wall St. Rank held Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust as of Q3 2016.

Based on Atria Investments's 13F filing for Q3 2016, filed 12 Oct 2016.