IA
CIK

IFP Advisors’s Credit Suisse Asset Management Income Fund CIK Stock Holding History

IFP 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
2018
Q2 		– Sell
-3,400
Closed -$11K – 3891
2018
Q1 		$11K Hold
3,400
– – ﹤0.01% 2717
2017
Q4 		$11K Sell
3,400
-2,800
-45% -$9.31K ﹤0.01% 2756
2017
Q3 		$21K Hold
6,200
– – ﹤0.01% 2552
2017
Q2 		$21K Hold
6,200
– – ﹤0.01% 2548
2017
Q1 		$20K Hold
6,200
– – ﹤0.01% 2501
2016
Q4 		$20K Hold
6,200
– – ﹤0.01% 2454
2016
Q3 		$19K Hold
6,200
– – ﹤0.01% 2424
2016
Q2 		$18K Buy
+6,200
New +$18K ﹤0.01% 2399
2016
Q1 		– Sell
-3,400
Closed -$9K – 2522
2015
Q4 		$9K Buy
+3,400
New +$9.68K ﹤0.01% 2623

Other funds holding CIK

LCM
Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 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
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return