HF
CIK

HRT Financial’s Credit Suisse Asset Management Income Fund CIK Stock Holding History

HRT Financial’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
2025
Q2 		– Sell
-53,644
Closed -$155K – 2733
2025
Q1 		$155K Buy
53,644
+18,306
+52% +$53.7K ﹤0.01% 2077
2024
Q4 		$102K Buy
+35,338
New +$106K ﹤0.01% 2043
2024
Q2 		– Sell
-25,018
Closed -$73K – 2322
2024
Q1 		$73K Buy
+25,018
New +$75.5K ﹤0.01% 1894
2023
Q4 		– Sell
-29,455
Closed -$76K – 2397
2023
Q3 		$76K Buy
+29,455
New +$84.2K ﹤0.01% 1976
2022
Q4 		– Sell
-32,508
Closed -$86K – 2538
2022
Q3 		$86K Buy
+32,508
New +$92.4K ﹤0.01% 2408
2020
Q1 		– Sell
-11,668
Closed -$37K – 841
2019
Q4 		$37K Buy
+11,668
New +$37.1K ﹤0.01% 1080

Other funds holding CIK

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 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
Calamos Advisors
Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return