SIC
GBAB

Samalin Investment Counsel’s Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust GBAB Stock Holding History

Samalin Investment Counsel’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
2020
Q1 		– Sell
-1,200
Closed -$28K – 270
2019
Q4 		$28K Buy
+1,200
New +$28.6K 0.02% 341

Other funds holding GBAB

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UR
USCA RIA Houston, Texas $1.65B AUM 39.8% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Samalin Investment Counsel's GBAB Position: Q1 2020 in Review

Samalin Investment Counsel sold out of Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust (GBAB) in Q1 2020, closing a stake of 1,200 shares — an estimated $28K sold.

Samalin Investment Counsel first reported a position in GBAB in Q4 2019 and held it in 1 quarter. The position peaked at $28K in Q4 2019. 44 funds tracked by Wall St. Rank hold GBAB as of Q1 2020.

  • Samalin Investment Counsel reported no remaining Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust position as of Q1 2020 after selling out during the quarter.
  • Samalin Investment Counsel sold 1,200 Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust shares in Q1 2020, an estimated $28K.
  • Samalin Investment Counsel first reported a position in Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust in Q4 2019 and held it in 1 quarter.
  • Samalin Investment Counsel's Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust position peaked at $28K in Q4 2019.
  • 44 funds tracked by Wall St. Rank held Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust as of Q1 2020.

Based on Samalin Investment Counsel's 13F filing for Q1 2020, filed 4 May 2020.