Panagora Asset Management’s GUGGENHEIM CREDIT ALLOCATION FUND GGM Stock Holding History

Panagora Asset Management’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
2021 Q3	–	Sell	-14	Closed	–	–	2804
2021 Q2	$0	Sell	14 -20	-59%	-$422	﹤0.01%	3128
2021 Q1	$1K	Buy	+34	New	+$694	﹤0.01%	2807
2020 Q4	–	Sell	-226	Closed	-$4K	–	3034
2020 Q3	$4K	Hold	226	–	–	﹤0.01%	2516
2020 Q2	$4K	Hold	226	–	–	﹤0.01%	2406
2020 Q1	$3K	Buy	226 +103	+84%	+$1.93K	﹤0.01%	2376
2019 Q4	$2K	Sell	123 -173	-58%	-$3.48K	﹤0.01%	2376
2019 Q3	$6K	Buy	+296	New	+$5.99K	﹤0.01%	2272

Other funds holding GGM

YCM

Yakira Capital Management Westport, Connecticut $342M AUM 26.97% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

CCP

Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

PGWM

Parisi Gray Wealth Management Mendham, New Jersey $487M AUM 33.83% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

Panagora Asset Management sold out of GUGGENHEIM CREDIT ALLOCATION FUND (GGM) in Q3 2021, closing a stake of 14 shares.

Panagora Asset Management first reported a position in GGM in Q3 2019 and held it in 7 quarters. The position peaked at $6K in Q3 2019. 31 funds tracked by Wall St. Rank hold GGM as of Q3 2021.

Panagora Asset Management reported no remaining GUGGENHEIM CREDIT ALLOCATION FUND position as of Q3 2021 after selling out during the quarter.
Panagora Asset Management sold 14 GUGGENHEIM CREDIT ALLOCATION FUND shares in Q3 2021.
Panagora Asset Management first reported a position in GUGGENHEIM CREDIT ALLOCATION FUND in Q3 2019 and held it in 7 quarters.
Panagora Asset Management's GUGGENHEIM CREDIT ALLOCATION FUND position peaked at $6K in Q3 2019.
31 funds tracked by Wall St. Rank held GUGGENHEIM CREDIT ALLOCATION FUND as of Q3 2021.

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