PAG
GGM

Private Advisor Group’s GUGGENHEIM CREDIT ALLOCATION FUND GGM Stock Holding History

Private Advisor Group’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
2020
Q3 		– Sell
-1,200
Closed -$21K – 3807
2020
Q2 		$21K Buy
+1,200
New +$19.7K ﹤0.01% 2570

Other funds holding GGM

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
MAFM
Mid Atlantic Financial Management Pittsburgh, Pennsylvania $1.49B AUM 24.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
PGWM
Parisi Gray Wealth Management Mendham, New Jersey $487M AUM 33.83% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Private Advisor Group's GGM Position: Q3 2020 in Review

Private Advisor Group sold out of GUGGENHEIM CREDIT ALLOCATION FUND (GGM) in Q3 2020, closing a stake of 1,200 shares — an estimated $21K sold.

Private Advisor Group first reported a position in GGM in Q2 2020 and held it in 1 quarter. The position peaked at $21K in Q2 2020. 22 funds tracked by Wall St. Rank hold GGM as of Q3 2020.

  • Private Advisor Group reported no remaining GUGGENHEIM CREDIT ALLOCATION FUND position as of Q3 2020 after selling out during the quarter.
  • Private Advisor Group sold 1,200 GUGGENHEIM CREDIT ALLOCATION FUND shares in Q3 2020, an estimated $21K.
  • Private Advisor Group first reported a position in GUGGENHEIM CREDIT ALLOCATION FUND in Q2 2020 and held it in 1 quarter.
  • Private Advisor Group's GUGGENHEIM CREDIT ALLOCATION FUND position peaked at $21K in Q2 2020.
  • 22 funds tracked by Wall St. Rank held GUGGENHEIM CREDIT ALLOCATION FUND as of Q3 2020.

Based on Private Advisor Group's 13F filing for Q3 2020, filed 2 Nov 2020.