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Harbour Investments’s UBS Asset Management Income Fund, Inc. CIK Stock Holding History

Harbour Investments’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
2021
Q4 		– Sell
-2,661
Closed -$9K – 2796
2021
Q3 		$9K Hold
2,661
– – ﹤0.01% 2708
2021
Q2 		$9K Hold
2,661
– – ﹤0.01% 2782
2021
Q1 		$9K Buy
+2,661
New +$8.7K ﹤0.01% 2655

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Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
SIA
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NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
ICM
IMS Capital Management Portland, Oregon $217M AUM 18.69% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Harbour Investments's CIK Position: Q4 2021 in Review

Harbour Investments sold out of UBS Asset Management Income Fund, Inc. (CIK) in Q4 2021, closing a stake of 2,661 shares — an estimated $9K sold.

Harbour Investments first reported a position in CIK in Q1 2021 and held it in 3 quarters. The position peaked at $9K in Q3 2021. 49 funds tracked by Wall St. Rank hold CIK as of Q4 2021.

  • Harbour Investments reported no remaining UBS Asset Management Income Fund, Inc. position as of Q4 2021 after selling out during the quarter.
  • Harbour Investments sold 2,661 UBS Asset Management Income Fund, Inc. shares in Q4 2021, an estimated $9K.
  • Harbour Investments first reported a position in UBS Asset Management Income Fund, Inc. in Q1 2021 and held it in 3 quarters.
  • Harbour Investments's UBS Asset Management Income Fund, Inc. position peaked at $9K in Q3 2021.
  • 49 funds tracked by Wall St. Rank held UBS Asset Management Income Fund, Inc. as of Q4 2021.

Based on Harbour Investments's 13F filing for Q4 2021, filed 16 Feb 2022.