Cambridge Investment Research Advisors’s Credit Suisse Asset Management Income Fund CIK Stock Holding History

Cambridge Investment Research 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
2023 Q4	–	Sell	-19,851	Closed	-$51K	–	3208
2023 Q3	$51K	Buy	19,851 +1,500	+8%	+$4.29K	﹤0.01%	3039
2023 Q2	$54K	Sell	18,351 -2,649	-13%	-$7.32K	﹤0.01%	3077
2023 Q1	$54K	Hold	21,000	–	–	﹤0.01%	3028
2022 Q4	$53K	Hold	21,000	–	–	﹤0.01%	2972
2022 Q3	$56K	Hold	21,000	–	–	﹤0.01%	2927
2022 Q2	$57K	Hold	21,000	–	–	﹤0.01%	2930
2022 Q1	$64K	Hold	21,000	–	–	﹤0.01%	3063
2021 Q4	$72K	Buy	+21,000	New	+$72.4K	﹤0.01%	3065

Other funds holding CIK

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

ICM

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

LCM

Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return

Cambridge Investment Research Advisors's CIK Position: Q4 2023 in Review

Cambridge Investment Research Advisors sold out of Credit Suisse Asset Management Income Fund (CIK) in Q4 2023, closing a stake of 19,851 shares — an estimated $51K sold.

Cambridge Investment Research Advisors first reported a position in CIK in Q4 2021 and held it in 8 quarters. The position peaked at $72K in Q4 2021. 49 funds tracked by Wall St. Rank hold CIK as of Q4 2023.

Cambridge Investment Research Advisors reported no remaining Credit Suisse Asset Management Income Fund position as of Q4 2023 after selling out during the quarter.
Cambridge Investment Research Advisors sold 19,851 Credit Suisse Asset Management Income Fund shares in Q4 2023, an estimated $51K.
Cambridge Investment Research Advisors first reported a position in Credit Suisse Asset Management Income Fund in Q4 2021 and held it in 8 quarters.
Cambridge Investment Research Advisors's Credit Suisse Asset Management Income Fund position peaked at $72K in Q4 2021.
49 funds tracked by Wall St. Rank held Credit Suisse Asset Management Income Fund as of Q4 2023.

Based on Cambridge Investment Research Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.