HI
CIK

Harbour Investments’s Credit Suisse Asset Management Income Fund 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

Other funds holding CIK

LPL Financial
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 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 $3.6B AUM 24.57% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 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 $36.1B AUM 19.68% 1-Year Est. Return

Harbour Investments's CIK Position: Q4 2021 in Review

Harbour Investments sold out of Credit Suisse Asset Management Income Fund (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 Credit Suisse Asset Management Income Fund position as of Q4 2021 after selling out during the quarter.
  • Harbour Investments sold 2,661 Credit Suisse Asset Management Income Fund shares in Q4 2021, an estimated $9K.
  • Harbour Investments first reported a position in Credit Suisse Asset Management Income Fund in Q1 2021 and held it in 3 quarters.
  • Harbour Investments's Credit Suisse Asset Management Income Fund position peaked at $9K in Q3 2021.
  • 49 funds tracked by Wall St. Rank held Credit Suisse Asset Management Income Fund as of Q4 2021.

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