Northwestern Mutual Wealth Management’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 |
-500
| Closed | -$10K | – | 3455 |
|
|
2021
Q3 | $10K | Hold |
500
| – | – | ﹤0.01% | 2481 |
|
|
2021
Q2 | $11K | Hold |
500
| – | – | ﹤0.01% | 2410 |
|
|
2021
Q1 | $11K | Sell |
500
-888
| -64% | -$18.1K | ﹤0.01% | 2267 |
|
|
2020
Q4 | $27K | Hold |
1,388
| – | – | ﹤0.01% | 1858 |
|
|
2020
Q3 | $25K | Hold |
1,388
| – | – | ﹤0.01% | 1738 |
|
|
2020
Q2 | $25K | Sell |
1,388
-281
| -17% | -$4.61K | ﹤0.01% | 1663 |
|
|
2020
Q1 | $25K | Hold |
1,669
| – | – | ﹤0.01% | 1628 |
|
|
2019
Q4 | $33K | Hold |
1,669
| – | – | ﹤0.01% | 1587 |
|
|
2019
Q3 | $33K | Hold |
1,669
| – | – | ﹤0.01% | 1558 |
|
|
2019
Q2 | $35K | Hold |
1,669
| – | – | ﹤0.01% | 1530 |
|
|
2019
Q1 | $34K | Hold |
1,669
| – | – | ﹤0.01% | 1527 |
|
|
2018
Q4 | $31K | Hold |
1,669
| – | – | ﹤0.01% | 1440 |
|
|
2018
Q3 | $37K | Hold |
1,669
| – | – | ﹤0.01% | 1431 |
|
|
2018
Q2 | $36K | Hold |
1,669
| – | – | ﹤0.01% | 1378 |
|
|
2018
Q1 | $36K | Hold |
1,669
| – | – | ﹤0.01% | 1330 |
|
|
2017
Q4 | $37K | Sell |
1,669
-2,000
| -55% | -$44.8K | ﹤0.01% | 1270 |
|
|
2017
Q3 | $85K | Buy |
3,669
+1,169
| +47% | +$27K | ﹤0.01% | 930 |
|
|
2017
Q2 | $58K | Buy |
2,500
+500
| +25% | +$11.6K | ﹤0.01% | 1042 |
|
|
2017
Q1 | $46K | Buy |
+2,000
| New | +$46.2K | ﹤0.01% | 1059 |
|
Northwestern Mutual Wealth Management's GGM Position: Q4 2021 in Review
Northwestern Mutual Wealth Management sold out of GUGGENHEIM CREDIT ALLOCATION FUND (GGM) in Q4 2021, closing a stake of 500 shares — an estimated $10K sold.
Northwestern Mutual Wealth Management first reported a position in GGM in Q1 2017 and held it in 19 quarters. The position peaked at $85K in Q3 2017. 0 funds tracked by Wall St. Rank hold GGM as of Q4 2021.
- Northwestern Mutual Wealth Management reported no remaining GUGGENHEIM CREDIT ALLOCATION FUND position as of Q4 2021 after selling out during the quarter.
- Northwestern Mutual Wealth Management sold 500 GUGGENHEIM CREDIT ALLOCATION FUND shares in Q4 2021, an estimated $10K.
- Northwestern Mutual Wealth Management first reported a position in GUGGENHEIM CREDIT ALLOCATION FUND in Q1 2017 and held it in 19 quarters.
- Northwestern Mutual Wealth Management's GUGGENHEIM CREDIT ALLOCATION FUND position peaked at $85K in Q3 2017.
- 0 funds tracked by Wall St. Rank held GUGGENHEIM CREDIT ALLOCATION FUND as of Q4 2021.
Based on Northwestern Mutual Wealth Management's 13F filing for Q4 2021, filed 3 Feb 2022.