WT
GGM

Whittier Trust’s GUGGENHEIM CREDIT ALLOCATION FUND GGM Stock Holding History

Whittier 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
2019
Q4 		– Sell
-1,000
Closed -$20K – 1647
2019
Q3 		$20K Buy
+1,000
New +$20.2K ﹤0.01% 1027

Other funds holding GGM

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 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
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Whittier Trust's GGM Position: Q4 2019 in Review

Whittier Trust sold out of GUGGENHEIM CREDIT ALLOCATION FUND (GGM) in Q4 2019, closing a stake of 1,000 shares — an estimated $20K sold.

Whittier Trust first reported a position in GGM in Q3 2019 and held it in 1 quarter. The position peaked at $20K in Q3 2019. 22 funds tracked by Wall St. Rank hold GGM as of Q4 2019.

  • Whittier Trust reported no remaining GUGGENHEIM CREDIT ALLOCATION FUND position as of Q4 2019 after selling out during the quarter.
  • Whittier Trust sold 1,000 GUGGENHEIM CREDIT ALLOCATION FUND shares in Q4 2019, an estimated $20K.
  • Whittier Trust first reported a position in GUGGENHEIM CREDIT ALLOCATION FUND in Q3 2019 and held it in 1 quarter.
  • Whittier Trust's GUGGENHEIM CREDIT ALLOCATION FUND position peaked at $20K in Q3 2019.
  • 22 funds tracked by Wall St. Rank held GUGGENHEIM CREDIT ALLOCATION FUND as of Q4 2019.

Based on Whittier Trust's 13F filing for Q4 2019, filed 31 Jan 2020.