AWE
GGM

Avidian Wealth Enterprises’s GUGGENHEIM CREDIT ALLOCATION FUND GGM Stock Holding History

Avidian Wealth Enterprises’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
2017
Q3 		– Sell
-8,709
Closed -$202K – 113
2017
Q2 		$202K Buy
+8,709
New +$202K 0.08% 83

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SIA
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GC
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Avidian Wealth Enterprises's GGM Position: Q3 2017 in Review

Avidian Wealth Enterprises sold out of GUGGENHEIM CREDIT ALLOCATION FUND (GGM) in Q3 2017, closing a stake of 8,709 shares — an estimated $202K sold.

Avidian Wealth Enterprises first reported a position in GGM in Q2 2017 and held it in 1 quarter. The position peaked at $202K in Q2 2017. 27 funds tracked by Wall St. Rank hold GGM as of Q3 2017.

  • Avidian Wealth Enterprises reported no remaining GUGGENHEIM CREDIT ALLOCATION FUND position as of Q3 2017 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 8,709 GUGGENHEIM CREDIT ALLOCATION FUND shares in Q3 2017, an estimated $202K.
  • Avidian Wealth Enterprises first reported a position in GUGGENHEIM CREDIT ALLOCATION FUND in Q2 2017 and held it in 1 quarter.
  • Avidian Wealth Enterprises's GUGGENHEIM CREDIT ALLOCATION FUND position peaked at $202K in Q2 2017.
  • 27 funds tracked by Wall St. Rank held GUGGENHEIM CREDIT ALLOCATION FUND as of Q3 2017.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2017, filed 14 Nov 2017.