WSTAM
GGM

Wilbanks Smith & Thomas Asset Management’s GUGGENHEIM CREDIT ALLOCATION FUND GGM Stock Holding History

Wilbanks Smith & Thomas 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
2018
Q4 		– Sell
-7,816
Closed -$172K – 1449
2018
Q3 		$172K Buy
+7,816
New +$173K 0.01% 423

Other funds holding GGM

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
MAFM
Mid Atlantic Financial Management Pittsburgh, Pennsylvania $1.49B AUM 24.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's GGM Position: Q4 2018 in Review

Wilbanks Smith & Thomas Asset Management sold out of GUGGENHEIM CREDIT ALLOCATION FUND (GGM) in Q4 2018, closing a stake of 7,816 shares — an estimated $172K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in GGM in Q3 2018 and held it in 1 quarter. The position peaked at $172K in Q3 2018. 28 funds tracked by Wall St. Rank hold GGM as of Q4 2018.

  • Wilbanks Smith & Thomas Asset Management reported no remaining GUGGENHEIM CREDIT ALLOCATION FUND position as of Q4 2018 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 7,816 GUGGENHEIM CREDIT ALLOCATION FUND shares in Q4 2018, an estimated $172K.
  • Wilbanks Smith & Thomas Asset Management first reported a position in GUGGENHEIM CREDIT ALLOCATION FUND in Q3 2018 and held it in 1 quarter.
  • Wilbanks Smith & Thomas Asset Management's GUGGENHEIM CREDIT ALLOCATION FUND position peaked at $172K in Q3 2018.
  • 28 funds tracked by Wall St. Rank held GUGGENHEIM CREDIT ALLOCATION FUND as of Q4 2018.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q4 2018, filed 8 Feb 2019.