BW
GGM

Boaz Weinstein’s GUGGENHEIM CREDIT ALLOCATION FUND GGM Stock Holding History

Boaz Weinstein’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
2014
Q1 		– Sell
-38,299
Closed -$861K – 240
2013
Q4 		$861K Buy
+38,299
New +$871K 0.05% 161

Other funds holding GGM

BTS
BB&T Securities Richmond, Virginia $10.9B AUM 16.21% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Boaz Weinstein's GGM Position: Q1 2014 in Review

Boaz Weinstein sold out of GUGGENHEIM CREDIT ALLOCATION FUND (GGM) in Q1 2014, closing a stake of 38,299 shares — an estimated $861K sold.

Boaz Weinstein first reported a position in GGM in Q4 2013 and held it in 1 quarter. The position peaked at $861K in Q4 2013. 11 funds tracked by Wall St. Rank hold GGM as of Q1 2014.

  • Boaz Weinstein reported no remaining GUGGENHEIM CREDIT ALLOCATION FUND position as of Q1 2014 after selling out during the quarter.
  • Boaz Weinstein sold 38,299 GUGGENHEIM CREDIT ALLOCATION FUND shares in Q1 2014, an estimated $861K.
  • Boaz Weinstein first reported a position in GUGGENHEIM CREDIT ALLOCATION FUND in Q4 2013 and held it in 1 quarter.
  • Boaz Weinstein's GUGGENHEIM CREDIT ALLOCATION FUND position peaked at $861K in Q4 2013.
  • 11 funds tracked by Wall St. Rank held GUGGENHEIM CREDIT ALLOCATION FUND as of Q1 2014.

Based on Saba Capital Management's 13F filing for Q1 2014, filed 15 May 2014.