Next Financial Group’s GUGGENHEIM CREDIT ALLOCATION FUND GGM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q4
Sell
-100
Closed -$2K 3054
2021
Q3
$2K Buy
+100
New +$2.16K ﹤0.01% 2553

Next Financial Group's GGM Position: Q4 2021 in Review

Next Financial Group sold out of GUGGENHEIM CREDIT ALLOCATION FUND (GGM) in Q4 2021, closing a stake of 100 shares — an estimated $2K sold.

Next Financial Group first reported a position in GGM in Q3 2021 and held it in 1 quarter. The position peaked at $2K in Q3 2021. 0 funds tracked by Wall St. Rank hold GGM as of Q4 2021.

  • Next Financial Group reported no remaining GUGGENHEIM CREDIT ALLOCATION FUND position as of Q4 2021 after selling out during the quarter.
  • Next Financial Group sold 100 GUGGENHEIM CREDIT ALLOCATION FUND shares in Q4 2021, an estimated $2K.
  • Next Financial Group first reported a position in GUGGENHEIM CREDIT ALLOCATION FUND in Q3 2021 and held it in 1 quarter.
  • Next Financial Group's GUGGENHEIM CREDIT ALLOCATION FUND position peaked at $2K in Q3 2021.
  • 0 funds tracked by Wall St. Rank held GUGGENHEIM CREDIT ALLOCATION FUND as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.