Financial Management Professionals’s Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust GBAB Stock Holding History

Financial Management Professionals’s Portfolio GBAB Stock Details GBAB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-380	Closed	-$9K	–	315
2019 Q2	$9K	Hold	380	–	–	﹤0.01%	201
2019 Q1	$9K	Hold	380	–	–	﹤0.01%	165
2018 Q4	$8K	Buy	+380	New	+$7.93K	0.01%	162

Other funds holding GBAB

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

USCA RIA Houston, Texas $1.65B AUM 39.8% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Financial Management Professionals's GBAB Position: Q3 2019 in Review

Financial Management Professionals sold out of Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust (GBAB) in Q3 2019, closing a stake of 380 shares — an estimated $9K sold.

Financial Management Professionals first reported a position in GBAB in Q4 2018 and held it in 3 quarters. The position peaked at $9K in Q2 2019. 42 funds tracked by Wall St. Rank hold GBAB as of Q3 2019.

Financial Management Professionals reported no remaining Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust position as of Q3 2019 after selling out during the quarter.
Financial Management Professionals sold 380 Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust shares in Q3 2019, an estimated $9K.
Financial Management Professionals first reported a position in Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust in Q4 2018 and held it in 3 quarters.
Financial Management Professionals's Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust position peaked at $9K in Q2 2019.
42 funds tracked by Wall St. Rank held Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust as of Q3 2019.

Based on Financial Management Professionals's 13F filing for Q3 2019, filed 11 Oct 2019.