ECM
GGM

Estabrook Capital Management’s GUGGENHEIM CREDIT ALLOCATION FUND GGM Stock Holding History

Estabrook Capital 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
2017
Q4 		– Sell
-1,050
Closed -$24.4K – 388
2017
Q3 		$24.4K Hold
1,050
– – ﹤0.01% 296
2017
Q2 		$24.4K Hold
1,050
– – ﹤0.01% 292
2017
Q1 		$23.9K Hold
1,050
– – ﹤0.01% 300
2016
Q4 		$23.5K Hold
1,050
– – ﹤0.01% 299
2016
Q3 		$23.2K Hold
1,050
– – ﹤0.01% 302
2016
Q2 		$21.6K Hold
1,050
– – ﹤0.01% 311
2016
Q1 		$20.6K Hold
1,050
– – ﹤0.01% 309
2015
Q4 		$20.5K Hold
1,050
– – ﹤0.01% 312
2015
Q3 		$20.9K Buy
+1,050
New +$22.7K ﹤0.01% 310

Other funds holding GGM

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $495M AUM 8.72% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Estabrook Capital Management's GGM Position: Q4 2017 in Review

Estabrook Capital Management sold out of GUGGENHEIM CREDIT ALLOCATION FUND (GGM) in Q4 2017, closing a stake of 1,050 shares — an estimated $24.4K sold.

Estabrook Capital Management first reported a position in GGM in Q3 2015 and held it in 9 quarters. The position peaked at $24.4K in Q3 2017. 30 funds tracked by Wall St. Rank hold GGM as of Q4 2017.

  • Estabrook Capital Management reported no remaining GUGGENHEIM CREDIT ALLOCATION FUND position as of Q4 2017 after selling out during the quarter.
  • Estabrook Capital Management sold 1,050 GUGGENHEIM CREDIT ALLOCATION FUND shares in Q4 2017, an estimated $24.4K.
  • Estabrook Capital Management first reported a position in GUGGENHEIM CREDIT ALLOCATION FUND in Q3 2015 and held it in 9 quarters.
  • Estabrook Capital Management's GUGGENHEIM CREDIT ALLOCATION FUND position peaked at $24.4K in Q3 2017.
  • 30 funds tracked by Wall St. Rank held GUGGENHEIM CREDIT ALLOCATION FUND as of Q4 2017.

Based on Estabrook Capital Management's 13F filing for Q4 2017, filed 12 Feb 2018.