Commonwealth Equity Services’s GUGGENHEIM CREDIT ALLOCATION FUND GGM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q4
Sell
-14,512
Closed -$300K 3804
2021
Q3
$300K Buy
14,512
+714
+5% +$15.4K ﹤0.01% 2937
2021
Q2
$301K Buy
13,798
+3,357
+32% +$70.9K ﹤0.01% 2907
2021
Q1
$219K Buy
+10,441
New +$213K ﹤0.01% 3059
2018
Q2
Sell
-10,514
Closed -$225K 2829
2018
Q1
$225K Sell
10,514
-1
-0% -$22 ﹤0.01% 2309
2017
Q4
$231K Sell
10,515
-400
-4% -$8.96K ﹤0.01% 2265
2017
Q3
$253K Buy
+10,915
New +$252K ﹤0.01% 2098

Commonwealth Equity Services's GGM Position: Q4 2021 in Review

Commonwealth Equity Services sold out of GUGGENHEIM CREDIT ALLOCATION FUND (GGM) in Q4 2021, closing a stake of 14,512 shares — an estimated $300K sold.

Commonwealth Equity Services first reported a position in GGM in Q3 2017 and held it in 6 quarters. The position peaked at $301K in Q2 2021. 0 funds tracked by Wall St. Rank hold GGM as of Q4 2021.

  • Commonwealth Equity Services reported no remaining GUGGENHEIM CREDIT ALLOCATION FUND position as of Q4 2021 after selling out during the quarter.
  • Commonwealth Equity Services sold 14,512 GUGGENHEIM CREDIT ALLOCATION FUND shares in Q4 2021, an estimated $300K.
  • Commonwealth Equity Services first reported a position in GUGGENHEIM CREDIT ALLOCATION FUND in Q3 2017 and held it in 6 quarters.
  • Commonwealth Equity Services's GUGGENHEIM CREDIT ALLOCATION FUND position peaked at $301K in Q2 2021.
  • 0 funds tracked by Wall St. Rank held GUGGENHEIM CREDIT ALLOCATION FUND as of Q4 2021.

Based on Commonwealth Equity Services's 13F filing for Q4 2021, filed 31 Jan 2022.