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IFP Advisors’s Investcorp Credit Management BDC ICMB Stock Holding History

IFP Advisors’s Portfolio ICMB Stock Details ICMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-169
Closed -$2K – 3940
2017
Q3 		$2K Hold
169
– – ﹤0.01% 3745
2017
Q2 		$2K Hold
169
– – ﹤0.01% 3729
2017
Q1 		$2K Hold
169
– – ﹤0.01% 3654
2016
Q4 		$2K Buy
+169
New +$1.57K ﹤0.01% 3641

Other funds holding ICMB

CCP
Cyrus Capital Partners New York $196M AUM 123.68% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TCM
Tegean Capital Management New York $82.1M AUM 12.91% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

IFP Advisors's ICMB Position: Q4 2017 in Review

IFP Advisors sold out of Investcorp Credit Management BDC (ICMB) in Q4 2017, closing a stake of 169 shares — an estimated $2K sold.

IFP Advisors first reported a position in ICMB in Q4 2016 and held it in 4 quarters. The position peaked at $2K in Q3 2017. 30 funds tracked by Wall St. Rank hold ICMB as of Q4 2017.

  • IFP Advisors reported no remaining Investcorp Credit Management BDC position as of Q4 2017 after selling out during the quarter.
  • IFP Advisors sold 169 Investcorp Credit Management BDC shares in Q4 2017, an estimated $2K.
  • IFP Advisors first reported a position in Investcorp Credit Management BDC in Q4 2016 and held it in 4 quarters.
  • IFP Advisors's Investcorp Credit Management BDC position peaked at $2K in Q3 2017.
  • 30 funds tracked by Wall St. Rank held Investcorp Credit Management BDC as of Q4 2017.

Based on IFP Advisors's 13F filing for Q4 2017, filed 24 Jan 2018.