Panagora Asset Management’s Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust GBAB Stock Holding History

Panagora Asset Management’s Portfolio GBAB Stock Details GBAB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-21	Closed	-$1K	–	1972
2021 Q2	$1K	Sell	21 -28	-57%	-$674	﹤0.01%	2690
2021 Q1	$1K	Buy	49 +6	+14%	+$146	﹤0.01%	2769
2020 Q4	$1K	Sell	43 -192	-82%	-$4.76K	﹤0.01%	2717
2020 Q3	$6K	Hold	235	–	–	﹤0.01%	2406
2020 Q2	$5K	Hold	235	–	–	﹤0.01%	2347
2020 Q1	$5K	Buy	235 +21	+10%	+$491	﹤0.01%	2250
2019 Q4	$5K	Sell	214 -302	-59%	-$7.19K	﹤0.01%	2237
2019 Q3	$12K	Buy	+516	New	+$12.6K	﹤0.01%	2147

Other funds holding GBAB

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

USCWA

U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Panagora Asset Management's GBAB Position: Q3 2021 in Review

Panagora Asset Management sold out of Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust (GBAB) in Q3 2021, closing a stake of 21 shares — an estimated $1K sold.

Panagora Asset Management first reported a position in GBAB in Q3 2019 and held it in 8 quarters. The position peaked at $12K in Q3 2019. 53 funds tracked by Wall St. Rank hold GBAB as of Q3 2021.

Panagora Asset Management reported no remaining Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust position as of Q3 2021 after selling out during the quarter.
Panagora Asset Management sold 21 Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust shares in Q3 2021, an estimated $1K.
Panagora Asset Management first reported a position in Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust in Q3 2019 and held it in 8 quarters.
Panagora Asset Management's Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust position peaked at $12K in Q3 2019.
53 funds tracked by Wall St. Rank held Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust as of Q3 2021.

Based on Panagora Asset Management's 13F filing for Q3 2021, filed 10 Nov 2021.