HighTower Advisors’s UBS Asset Management Income Fund, Inc. CIK Stock Holding History

HighTower Advisors’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
2024 Q4	–	Sell	-11,000	Closed	-$34K	–	3848
2024 Q3	$34K	Buy	+11,000	New	+$33.6K	﹤0.01%	3458

Other funds holding CIK

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

ICM

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

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

LCM

Landscape Capital Management Englewood, New Jersey $1.54B AUM 30.95% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return

HighTower Advisors's CIK Position: Q4 2024 in Review

HighTower Advisors sold out of UBS Asset Management Income Fund, Inc. (CIK) in Q4 2024, closing a stake of 11,000 shares — an estimated $34K sold.

HighTower Advisors first reported a position in CIK in Q3 2024 and held it in 1 quarter. The position peaked at $34K in Q3 2024. 48 funds tracked by Wall St. Rank hold CIK as of Q4 2024.

HighTower Advisors reported no remaining UBS Asset Management Income Fund, Inc. position as of Q4 2024 after selling out during the quarter.
HighTower Advisors sold 11,000 UBS Asset Management Income Fund, Inc. shares in Q4 2024, an estimated $34K.
HighTower Advisors first reported a position in UBS Asset Management Income Fund, Inc. in Q3 2024 and held it in 1 quarter.
HighTower Advisors's UBS Asset Management Income Fund, Inc. position peaked at $34K in Q3 2024.
48 funds tracked by Wall St. Rank held UBS Asset Management Income Fund, Inc. as of Q4 2024.

Based on HighTower Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.