FHA
GGM

First Horizon Advisors’s GUGGENHEIM CREDIT ALLOCATION FUND GGM Stock Holding History

First Horizon Advisors’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
-300
Closed -$7K – 1501
2017
Q3 		$7K Sell
300
-700
-70% -$16.2K ﹤0.01% 1131
2017
Q2 		$23K Buy
+1,000
New +$23.2K ﹤0.01% 735

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

First Horizon Advisors's GGM Position: Q4 2017 in Review

First Horizon Advisors sold out of GUGGENHEIM CREDIT ALLOCATION FUND (GGM) in Q4 2017, closing a stake of 300 shares — an estimated $7K sold.

First Horizon Advisors first reported a position in GGM in Q2 2017 and held it in 2 quarters. The position peaked at $23K in Q2 2017. 30 funds tracked by Wall St. Rank hold GGM as of Q4 2017.

  • First Horizon Advisors reported no remaining GUGGENHEIM CREDIT ALLOCATION FUND position as of Q4 2017 after selling out during the quarter.
  • First Horizon Advisors sold 300 GUGGENHEIM CREDIT ALLOCATION FUND shares in Q4 2017, an estimated $7K.
  • First Horizon Advisors first reported a position in GUGGENHEIM CREDIT ALLOCATION FUND in Q2 2017 and held it in 2 quarters.
  • First Horizon Advisors's GUGGENHEIM CREDIT ALLOCATION FUND position peaked at $23K in Q2 2017.
  • 30 funds tracked by Wall St. Rank held GUGGENHEIM CREDIT ALLOCATION FUND as of Q4 2017.

Based on First Horizon Advisors's 13F filing for Q4 2017, filed 25 Jan 2018.