Fidelity Investments
GGM

Fidelity Investments’s GUGGENHEIM CREDIT ALLOCATION FUND GGM Stock Holding History

Fidelity Investments’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
Q3 		– Sell
-1
Closed – – 5344
2021
Q2 		$0 Buy
+1
New +$21 ﹤0.01% 5169
2020
Q3 		– Sell
-1
Closed – – 4147
2020
Q2 		$0 Buy
+1
New +$16 ﹤0.01% 4376

Other funds holding GGM

YCM
Yakira Capital Management Westport, Connecticut $342M AUM 26.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CCP
Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
PGWM
Parisi Gray Wealth Management Mendham, New Jersey $487M AUM 33.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments's GGM Position: Q3 2021 in Review

Fidelity Investments sold out of GUGGENHEIM CREDIT ALLOCATION FUND (GGM) in Q3 2021, closing a stake of 1 share.

Fidelity Investments first reported a position in GGM in Q2 2020 and held it in 2 quarters. The position peaked at $0 in Q2 2021. 31 funds tracked by Wall St. Rank hold GGM as of Q3 2021.

  • Fidelity Investments reported no remaining GUGGENHEIM CREDIT ALLOCATION FUND position as of Q3 2021 after selling out during the quarter.
  • Fidelity Investments sold 1 GUGGENHEIM CREDIT ALLOCATION FUND share in Q3 2021.
  • Fidelity Investments first reported a position in GUGGENHEIM CREDIT ALLOCATION FUND in Q2 2020 and held it in 2 quarters.
  • Fidelity Investments's GUGGENHEIM CREDIT ALLOCATION FUND position peaked at $0 in Q2 2021.
  • 31 funds tracked by Wall St. Rank held GUGGENHEIM CREDIT ALLOCATION FUND as of Q3 2021.

Based on Fidelity Investments's 13F filing for Q3 2021, filed 15 Nov 2021.