First Foundation Advisors’s Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust GBAB Stock Holding History

First Foundation Advisors’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
2020 Q4	–	Sell	-20,368	Closed	-$480K	–	418
2020 Q3	$480K	Sell	20,368 -14,654	-42%	-$350K	0.02%	242
2020 Q2	$815K	Sell	35,022 -22,633	-39%	-$511K	0.04%	186
2020 Q1	$1.27M	Buy	+57,655	New	+$1.35M	0.08%	147
2019 Q2	–	Sell	-21,329	Closed	-$483K	–	351
2019 Q1	$483K	Sell	21,329 -11,876	-36%	-$266K	0.03%	223
2018 Q4	$729K	Buy	+33,205	New	+$693K	0.05%	212

Other funds holding GBAB

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

RJA

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

RJFSA

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

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

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

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

MMA

Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

First Foundation Advisors's GBAB Position: Q4 2020 in Review

First Foundation Advisors sold out of Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust (GBAB) in Q4 2020, closing a stake of 20,368 shares — an estimated $480K sold.

First Foundation Advisors first reported a position in GBAB in Q4 2018 and held it in 5 quarters. The position peaked at $1.27M in Q1 2020. 52 funds tracked by Wall St. Rank hold GBAB as of Q4 2020.

First Foundation Advisors reported no remaining Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust position as of Q4 2020 after selling out during the quarter.
First Foundation Advisors sold 20,368 Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust shares in Q4 2020, an estimated $480K.
First Foundation Advisors first reported a position in Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust in Q4 2018 and held it in 5 quarters.
First Foundation Advisors's Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust position peaked at $1.27M in Q1 2020.
52 funds tracked by Wall St. Rank held Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust as of Q4 2020.

Based on First Foundation Advisors's 13F filing for Q4 2020, filed 16 Feb 2021.