Envestnet Asset Management
GGM

Envestnet Asset Management’s GUGGENHEIM CREDIT ALLOCATION FUND GGM Stock Holding History

Envestnet Asset Management’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
2021
Q4 		– Sell
-21,493
Closed -$446K – 3996
2021
Q3 		$446K Buy
21,493
+5,114
+31% +$110K ﹤0.01% 3033
2021
Q2 		$358K Buy
+16,379
New +$346K ﹤0.01% 3180

Envestnet Asset Management's GGM Position: Q4 2021 in Review

Envestnet Asset Management sold out of GUGGENHEIM CREDIT ALLOCATION FUND (GGM) in Q4 2021, closing a stake of 21,493 shares — an estimated $446K sold.

Envestnet Asset Management first reported a position in GGM in Q2 2021 and held it in 2 quarters. The position peaked at $446K in Q3 2021. 0 funds tracked by Wall St. Rank hold GGM as of Q4 2021.

  • Envestnet Asset Management reported no remaining GUGGENHEIM CREDIT ALLOCATION FUND position as of Q4 2021 after selling out during the quarter.
  • Envestnet Asset Management sold 21,493 GUGGENHEIM CREDIT ALLOCATION FUND shares in Q4 2021, an estimated $446K.
  • Envestnet Asset Management first reported a position in GUGGENHEIM CREDIT ALLOCATION FUND in Q2 2021 and held it in 2 quarters.
  • Envestnet Asset Management's GUGGENHEIM CREDIT ALLOCATION FUND position peaked at $446K in Q3 2021.
  • 0 funds tracked by Wall St. Rank held GUGGENHEIM CREDIT ALLOCATION FUND as of Q4 2021.

Based on Envestnet Asset Management's 13F filing for Q4 2021, filed 4 Feb 2022.