IFP Advisors’s UBS Asset Management Income Fund, Inc. 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 $3.9B AUM 75.03% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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

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

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return

LCM

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

SFS

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

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

IFP Advisors's CIK Position: Q2 2018 in Review

IFP Advisors sold out of UBS Asset Management Income Fund, Inc. (CIK) in Q2 2018, closing a stake of 3,400 shares — an estimated $11K sold.

IFP Advisors first reported a position in CIK in Q4 2015 and held it in 9 quarters. The position peaked at $21K in Q3 2017. 50 funds tracked by Wall St. Rank hold CIK as of Q2 2018.

IFP Advisors reported no remaining UBS Asset Management Income Fund, Inc. position as of Q2 2018 after selling out during the quarter.
IFP Advisors sold 3,400 UBS Asset Management Income Fund, Inc. shares in Q2 2018, an estimated $11K.
IFP Advisors first reported a position in UBS Asset Management Income Fund, Inc. in Q4 2015 and held it in 9 quarters.
IFP Advisors's UBS Asset Management Income Fund, Inc. position peaked at $21K in Q3 2017.
50 funds tracked by Wall St. Rank held UBS Asset Management Income Fund, Inc. as of Q2 2018.

Based on IFP Advisors's 13F filing for Q2 2018, filed 7 Aug 2018.