HighTower Advisors
GGM

HighTower Advisors’s GUGGENHEIM CREDIT ALLOCATION FUND GGM Stock Holding History

HighTower 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
2020
Q4 		– Sell
-20,740
Closed -$367K – 3025
2020
Q3 		$367K Sell
20,740
-6,889
-25% -$124K ﹤0.01% 1725
2020
Q2 		$488K Buy
27,629
+4
+0% +$66 ﹤0.01% 1478
2020
Q1 		$408K Buy
27,625
+3
+0% +$56 ﹤0.01% 1420
2019
Q4 		$550K Sell
27,622
-122
-0.4% -$2.45K ﹤0.01% 1405
2019
Q3 		$556K Buy
27,744
+2
+0% +$40 ﹤0.01% 1461
2019
Q2 		$577K Buy
27,742
+2,852
+11% +$59.3K ﹤0.01% 1450
2019
Q1 		$502K Buy
24,890
+3,120
+14% +$62.8K ﹤0.01% 1454
2018
Q4 		$400K Hold
21,770
– – ﹤0.01% 1468
2018
Q3 		$479K Hold
21,770
– – ﹤0.01% 1479
2018
Q2 		$474K Hold
21,770
– – ﹤0.01% 1477
2018
Q1 		$468K Buy
21,770
+2,200
+11% +$49K ﹤0.01% 1445
2017
Q4 		$429K Sell
19,570
-200
-1% -$4.48K ﹤0.01% 1520
2017
Q3 		$459K Hold
19,770
– – ﹤0.01% 1480
2017
Q2 		$459K Sell
19,770
-1,000
-5% -$23.2K ﹤0.01% 1408
2017
Q1 		$474K Buy
20,770
+1,000
+5% +$23.1K ﹤0.01% 1349
2016
Q4 		$442K Hold
19,770
– – ﹤0.01% 1313
2016
Q3 		$437K Sell
19,770
-2,000
-9% -$43.4K 0.01% 1299
2016
Q2 		$448K Hold
21,770
– – 0.01% 1178
2016
Q1 		$427K Sell
21,770
-1,105
-5% -$20.6K ﹤0.01% 1448
2015
Q4 		$445K Buy
22,875
+1,250
+6% +$24.4K 0.01% 1380
2015
Q3 		$431K Hold
21,625
– – 0.01% 1270
2015
Q2 		$470K Sell
21,625
-700
-3% -$16.1K 0.01% 1032
2015
Q1 		$527K Buy
22,325
+200
+0.9% +$4.5K 0.01% 1050
2014
Q4 		$477K Buy
22,125
+7,975
+56% +$185K 0.01% 1071
2014
Q3 		$336K Hold
14,150
– – 0.01% 1158
2014
Q2 		$351K Hold
14,150
– – 0.01% 1183
2014
Q1 		$338K Hold
14,150
– – 0.01% 1119
2013
Q4 		$318K Buy
+14,150
New +$322K 0.01% 1138

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
MAFM
Mid Atlantic Financial Management Pittsburgh, Pennsylvania $1.49B AUM 24.08% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $495M AUM 8.72% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
PGWM
Parisi Gray Wealth Management Mendham, New Jersey $487M AUM 33.83% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HighTower Advisors's GGM Position: Q4 2020 in Review

HighTower Advisors sold out of GUGGENHEIM CREDIT ALLOCATION FUND (GGM) in Q4 2020, closing a stake of 20,740 shares — an estimated $367K sold.

HighTower Advisors first reported a position in GGM in Q4 2013 and held it in 28 quarters. The position peaked at $577K in Q2 2019. 25 funds tracked by Wall St. Rank hold GGM as of Q4 2020.

  • HighTower Advisors reported no remaining GUGGENHEIM CREDIT ALLOCATION FUND position as of Q4 2020 after selling out during the quarter.
  • HighTower Advisors sold 20,740 GUGGENHEIM CREDIT ALLOCATION FUND shares in Q4 2020, an estimated $367K.
  • HighTower Advisors first reported a position in GUGGENHEIM CREDIT ALLOCATION FUND in Q4 2013 and held it in 28 quarters.
  • HighTower Advisors's GUGGENHEIM CREDIT ALLOCATION FUND position peaked at $577K in Q2 2019.
  • 25 funds tracked by Wall St. Rank held GUGGENHEIM CREDIT ALLOCATION FUND as of Q4 2020.

Based on HighTower Advisors's 13F filing for Q4 2020, filed 10 Feb 2021.