Chilton Capital Management’s Credit Suisse Asset Management Income Fund CIK Stock Holding History

Chilton Capital Management’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 Q2	–	Sell	-2,672	Closed	-$6.87K	–	549
2023 Q1	$6.87K	Buy	+2,672	New	+$7.15K	﹤0.01%	479
2022 Q3	–	Sell	-4,560	Closed	-$12K	–	282
2022 Q2	$12K	Buy	+4,560	New	+$12.9K	﹤0.01%	444
2022 Q1	–	Sell	-4,560	Closed	-$16K	–	290
2021 Q4	$16K	Buy	+4,560	New	+$15.7K	﹤0.01%	436

Other funds holding CIK

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

Bank of America

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

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

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

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

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

Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

Northwestern Mutual Wealth Management

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

MML Investors Services

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

Janney Montgomery Scott

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return