GC
CIK

Guggenheim Capital’s Credit Suisse Asset Management Income Fund CIK Stock Holding History

Guggenheim Capital’s Portfolio CIK Stock Details CIK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-11,139
Closed -$30K – 1919
2020
Q2 		$30K Buy
+11,139
New +$28.6K ﹤0.01% 1863
2019
Q2 		– Sell
-10,136
Closed -$31K – 2117
2019
Q1 		$31K Sell
10,136
-2,553
-20% -$7.66K ﹤0.01% 2159
2018
Q4 		$35K Buy
+12,689
New +$37.7K ﹤0.01% 2153
2017
Q1 		– Sell
-15,606
Closed -$49K – 2850
2016
Q4 		$49K Buy
15,606
+1,590
+11% +$4.91K ﹤0.01% 2805
2016
Q3 		$44K Hold
14,016
– – ﹤0.01% 2775
2016
Q2 		$41K Buy
+14,016
New +$40.6K ﹤0.01% 2780

Other funds holding CIK

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FM
Family Management New York $834M AUM 20.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return