ACI
CIK

Alpha Cubed Investments’s Credit Suisse Asset Management Income Fund CIK Stock Holding History

Alpha Cubed Investments’s Portfolio CIK Stock Details CIK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-14,450
Closed -$48K – 208
2017
Q1 		$48K Buy
+14,450
New +$47.5K 0.01% 187

Other funds holding CIK

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
ICM
IMS Capital Management Portland, Oregon $217M AUM 18.69% 1-Year Est. Return

Alpha Cubed Investments's CIK Position: Q2 2017 in Review

Alpha Cubed Investments sold out of Credit Suisse Asset Management Income Fund (CIK) in Q2 2017, closing a stake of 14,450 shares — an estimated $48K sold.

Alpha Cubed Investments first reported a position in CIK in Q1 2017 and held it in 1 quarter. The position peaked at $48K in Q1 2017. 43 funds tracked by Wall St. Rank hold CIK as of Q2 2017.

  • Alpha Cubed Investments reported no remaining Credit Suisse Asset Management Income Fund position as of Q2 2017 after selling out during the quarter.
  • Alpha Cubed Investments sold 14,450 Credit Suisse Asset Management Income Fund shares in Q2 2017, an estimated $48K.
  • Alpha Cubed Investments first reported a position in Credit Suisse Asset Management Income Fund in Q1 2017 and held it in 1 quarter.
  • Alpha Cubed Investments's Credit Suisse Asset Management Income Fund position peaked at $48K in Q1 2017.
  • 43 funds tracked by Wall St. Rank held Credit Suisse Asset Management Income Fund as of Q2 2017.

Based on Alpha Cubed Investments's 13F filing for Q2 2017, filed 27 Jul 2017.