IAIM
CIK

International Assets Investment Management’s Credit Suisse Asset Management Income Fund CIK Stock Holding History

International Assets Investment Management’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
2020
Q3 		– Sell
-12,170
Closed -$33K – 393
2020
Q2 		$33K Sell
12,170
-269
-2% -$692 0.01% 385
2020
Q1 		$30K Buy
+12,439
New +$38K 0.01% 356

Other funds holding CIK

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
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
FM
Family Management New York $834M AUM 20.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

International Assets Investment Management's CIK Position: Q3 2020 in Review

International Assets Investment Management sold out of Credit Suisse Asset Management Income Fund (CIK) in Q3 2020, closing a stake of 12,170 shares — an estimated $33K sold.

International Assets Investment Management first reported a position in CIK in Q1 2020 and held it in 2 quarters. The position peaked at $33K in Q2 2020. 51 funds tracked by Wall St. Rank hold CIK as of Q3 2020.

  • International Assets Investment Management reported no remaining Credit Suisse Asset Management Income Fund position as of Q3 2020 after selling out during the quarter.
  • International Assets Investment Management sold 12,170 Credit Suisse Asset Management Income Fund shares in Q3 2020, an estimated $33K.
  • International Assets Investment Management first reported a position in Credit Suisse Asset Management Income Fund in Q1 2020 and held it in 2 quarters.
  • International Assets Investment Management's Credit Suisse Asset Management Income Fund position peaked at $33K in Q2 2020.
  • 51 funds tracked by Wall St. Rank held Credit Suisse Asset Management Income Fund as of Q3 2020.

Based on International Assets Investment Management's 13F filing for Q3 2020, filed 21 Oct 2020.