PFBT
GGM

Parkside Financial Bank & Trust’s GUGGENHEIM CREDIT ALLOCATION FUND GGM Stock Holding History

Parkside Financial Bank & Trust’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
2017
Q3 		– Sell
-400
Closed -$9K – 1583
2017
Q2 		$9K Buy
+400
New +$9.29K ﹤0.01% 767

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BTS
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SIA
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Bessemer Group
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CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Parkside Financial Bank & Trust's GGM Position: Q3 2017 in Review

Parkside Financial Bank & Trust sold out of GUGGENHEIM CREDIT ALLOCATION FUND (GGM) in Q3 2017, closing a stake of 400 shares — an estimated $9K sold.

Parkside Financial Bank & Trust first reported a position in GGM in Q2 2017 and held it in 1 quarter. The position peaked at $9K in Q2 2017. 27 funds tracked by Wall St. Rank hold GGM as of Q3 2017.

  • Parkside Financial Bank & Trust reported no remaining GUGGENHEIM CREDIT ALLOCATION FUND position as of Q3 2017 after selling out during the quarter.
  • Parkside Financial Bank & Trust sold 400 GUGGENHEIM CREDIT ALLOCATION FUND shares in Q3 2017, an estimated $9K.
  • Parkside Financial Bank & Trust first reported a position in GUGGENHEIM CREDIT ALLOCATION FUND in Q2 2017 and held it in 1 quarter.
  • Parkside Financial Bank & Trust's GUGGENHEIM CREDIT ALLOCATION FUND position peaked at $9K in Q2 2017.
  • 27 funds tracked by Wall St. Rank held GUGGENHEIM CREDIT ALLOCATION FUND as of Q3 2017.

Based on Parkside Financial Bank & Trust's 13F filing for Q3 2017, filed 27 Oct 2017.