CRC
GGM

Curi RMB Capital’s GUGGENHEIM CREDIT ALLOCATION FUND GGM Stock Holding History

Curi RMB Capital’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
2020
Q2 		– Sell
-23,759
Closed -$355K – 719
2020
Q1 		$355K Buy
+23,759
New +$446K 0.02% 460

Other funds holding GGM

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
MAFM
Mid Atlantic Financial Management Pittsburgh, Pennsylvania $1.49B AUM 24.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
PGWM
Parisi Gray Wealth Management Mendham, New Jersey $487M AUM 33.83% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $1.87B AUM 29.51% 1-Year Est. Return

Curi RMB Capital's GGM Position: Q2 2020 in Review

Curi RMB Capital sold out of GUGGENHEIM CREDIT ALLOCATION FUND (GGM) in Q2 2020, closing a stake of 23,759 shares — an estimated $355K sold.

Curi RMB Capital first reported a position in GGM in Q1 2020 and held it in 1 quarter. The position peaked at $355K in Q1 2020. 23 funds tracked by Wall St. Rank hold GGM as of Q2 2020.

  • Curi RMB Capital reported no remaining GUGGENHEIM CREDIT ALLOCATION FUND position as of Q2 2020 after selling out during the quarter.
  • Curi RMB Capital sold 23,759 GUGGENHEIM CREDIT ALLOCATION FUND shares in Q2 2020, an estimated $355K.
  • Curi RMB Capital first reported a position in GUGGENHEIM CREDIT ALLOCATION FUND in Q1 2020 and held it in 1 quarter.
  • Curi RMB Capital's GUGGENHEIM CREDIT ALLOCATION FUND position peaked at $355K in Q1 2020.
  • 23 funds tracked by Wall St. Rank held GUGGENHEIM CREDIT ALLOCATION FUND as of Q2 2020.

Based on Curi RMB Capital's 13F filing for Q2 2020, filed 5 Aug 2020.