Atlas Private Wealth Advisors’s UBS Asset Management Income Fund, Inc. CIK Stock Holding History

Atlas Private Wealth Advisors’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
2021 Q3	–	Sell	-1,850	Closed	-$7K	–	755
2021 Q2	$7K	Hold	1,850	–	–	﹤0.01%	516
2021 Q1	$6K	Sell	1,850 -2,950	-61%	-$9.65K	﹤0.01%	571
2020 Q4	$15K	Sell	4,800 -17,550	-79%	-$54.1K	0.01%	375
2020 Q3	$66K	Hold	22,350	–	–	0.06%	175
2020 Q2	$61K	Buy	+22,350	New	+$57.5K	0.05%	180

Other funds holding CIK

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return

MAFM

Mid Atlantic Financial Management Pittsburgh, Pennsylvania $1.49B AUM 24.08% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

ICM

IMS Capital Management Portland, Oregon $217M AUM 18.69% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Atlas Private Wealth Advisors's CIK Position: Q3 2021 in Review

Atlas Private Wealth Advisors sold out of UBS Asset Management Income Fund, Inc. (CIK) in Q3 2021, closing a stake of 1,850 shares — an estimated $7K sold.

Atlas Private Wealth Advisors first reported a position in CIK in Q2 2020 and held it in 5 quarters. The position peaked at $66K in Q3 2020. 45 funds tracked by Wall St. Rank hold CIK as of Q3 2021.

Atlas Private Wealth Advisors reported no remaining UBS Asset Management Income Fund, Inc. position as of Q3 2021 after selling out during the quarter.
Atlas Private Wealth Advisors sold 1,850 UBS Asset Management Income Fund, Inc. shares in Q3 2021, an estimated $7K.
Atlas Private Wealth Advisors first reported a position in UBS Asset Management Income Fund, Inc. in Q2 2020 and held it in 5 quarters.
Atlas Private Wealth Advisors's UBS Asset Management Income Fund, Inc. position peaked at $66K in Q3 2020.
45 funds tracked by Wall St. Rank held UBS Asset Management Income Fund, Inc. as of Q3 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q3 2021, filed 26 Oct 2021.