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Financial Architects (New Jersey)’s UBS Asset Management Income Fund, Inc. CIK Stock Holding History

Financial Architects (New Jersey)’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
2019
Q4 		– Sell
-4,500
Closed -$14K – 915
2019
Q3 		$14K Hold
4,500
– – ﹤0.01% 659
2019
Q2 		$14K Hold
4,500
– – ﹤0.01% 800
2019
Q1 		$14K Buy
+4,500
New +$13.5K ﹤0.01% 999

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SIA
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Bank of America
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SPC
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FM
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
PAS
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MML Investors Services
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SA
Strategic Advisors New York $457M AUM 21.35% 1-Year Est. Return

Financial Architects (New Jersey)'s CIK Position: Q4 2019 in Review

Financial Architects (New Jersey) sold out of UBS Asset Management Income Fund, Inc. (CIK) in Q4 2019, closing a stake of 4,500 shares — an estimated $14K sold.

Financial Architects (New Jersey) first reported a position in CIK in Q1 2019 and held it in 3 quarters. The position peaked at $14K in Q3 2019. 51 funds tracked by Wall St. Rank hold CIK as of Q4 2019.

  • Financial Architects (New Jersey) reported no remaining UBS Asset Management Income Fund, Inc. position as of Q4 2019 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 4,500 UBS Asset Management Income Fund, Inc. shares in Q4 2019, an estimated $14K.
  • Financial Architects (New Jersey) first reported a position in UBS Asset Management Income Fund, Inc. in Q1 2019 and held it in 3 quarters.
  • Financial Architects (New Jersey)'s UBS Asset Management Income Fund, Inc. position peaked at $14K in Q3 2019.
  • 51 funds tracked by Wall St. Rank held UBS Asset Management Income Fund, Inc. as of Q4 2019.

Based on Financial Architects (New Jersey)'s 13F filing for Q4 2019, filed 14 Feb 2020.