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Cascadia Advisory Services’s UBS Asset Management Income Fund, Inc. CIK Stock Holding History

Cascadia Advisory Services’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
2020
Q3 		– Sell
-10,000
Closed -$27K – 210
2020
Q2 		$27K Buy
+10,000
New +$25.7K 0.01% 168
2019
Q4 		$32K Buy
+10,000
New +$31.8K 0.01% 235

Other funds holding CIK

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Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
FM
Family Management New York $975M AUM 23.16% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Cascadia Advisory Services's CIK Position: Q3 2020 in Review

Cascadia Advisory Services sold out of UBS Asset Management Income Fund, Inc. (CIK) in Q3 2020, closing a stake of 10,000 shares — an estimated $27K sold.

Cascadia Advisory Services first reported a position in CIK in Q4 2019 and held it in 2 quarters. The position peaked at $32K in Q4 2019. 51 funds tracked by Wall St. Rank hold CIK as of Q3 2020.

  • Cascadia Advisory Services reported no remaining UBS Asset Management Income Fund, Inc. position as of Q3 2020 after selling out during the quarter.
  • Cascadia Advisory Services sold 10,000 UBS Asset Management Income Fund, Inc. shares in Q3 2020, an estimated $27K.
  • Cascadia Advisory Services first reported a position in UBS Asset Management Income Fund, Inc. in Q4 2019 and held it in 2 quarters.
  • Cascadia Advisory Services's UBS Asset Management Income Fund, Inc. position peaked at $32K in Q4 2019.
  • 51 funds tracked by Wall St. Rank held UBS Asset Management Income Fund, Inc. as of Q3 2020.

Based on Cascadia Advisory Services's 13F filing for Q3 2020, filed 13 Nov 2020.