First Command Advisory Services’s Carlyle Credit Income Fund CCIF Stock Holding History

First Command Advisory Services’s Portfolio CCIF Stock Details CCIF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-116	Closed	-$1K	–	22
2020 Q4	$1K	Hold	116	–	–	﹤0.01%	21
2020 Q3	$1K	Hold	116	–	–	﹤0.01%	40
2020 Q2	$1K	Hold	116	–	–	﹤0.01%	18
2020 Q1	$1K	Hold	116	–	–	﹤0.01%	16
2019 Q4	$1K	Hold	116	–	–	﹤0.01%	15
2019 Q3	$1K	Hold	116	–	–	﹤0.01%	14
2019 Q2	$1K	Buy	+116	New	+$966	﹤0.01%	29

Other funds holding CCIF

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return

Matisse Capital Portland, Oregon $250M AUM 26.81% 1-Year Est. Return

Boothbay Fund Management New York $7.6B AUM 109.3% 1-Year Est. Return

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

TJHA

Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 1-Year Est. Return

NWS

Newport Wealth Strategies Irvine, California $165M AUM 24.55% 1-Year Est. Return

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

AFS

Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return

First Command Advisory Services's CCIF Position: Q1 2021 in Review

First Command Advisory Services sold out of Carlyle Credit Income Fund (CCIF) in Q1 2021, closing a stake of 116 shares — an estimated $1K sold.

First Command Advisory Services first reported a position in CCIF in Q2 2019 and held it in 7 quarters. The position peaked at $1K in Q4 2020. 40 funds tracked by Wall St. Rank hold CCIF as of Q1 2021.

First Command Advisory Services reported no remaining Carlyle Credit Income Fund position as of Q1 2021 after selling out during the quarter.
First Command Advisory Services sold 116 Carlyle Credit Income Fund shares in Q1 2021, an estimated $1K.
First Command Advisory Services first reported a position in Carlyle Credit Income Fund in Q2 2019 and held it in 7 quarters.
First Command Advisory Services's Carlyle Credit Income Fund position peaked at $1K in Q4 2020.
40 funds tracked by Wall St. Rank held Carlyle Credit Income Fund as of Q1 2021.

Based on First Command Advisory Services's 13F filing for Q1 2021, filed 20 Apr 2021.