LA
ICB

Legacy Advisors’s Morgan Stanley Income Sec. Inc ICB Stock Holding History

Legacy Advisors’s Portfolio ICB Stock Details ICB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-3,000
Closed -$55K – 479
2017
Q4 		$55K Buy
+3,000
New +$54.6K 0.05% 125

Other funds holding ICB

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
IA
Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
DSC
Duncker Streett & Co St. Louis, Missouri $526M AUM 22.2% 1-Year Est. Return
ACP
Aviance Capital Partners Naples, Florida $854M AUM 25.16% 1-Year Est. Return

Legacy Advisors's ICB Position: Q1 2018 in Review

Legacy Advisors sold out of Morgan Stanley Income Sec. Inc (ICB) in Q1 2018, closing a stake of 3,000 shares — an estimated $55K sold.

Legacy Advisors first reported a position in ICB in Q4 2017 and held it in 1 quarter. The position peaked at $55K in Q4 2017. 27 funds tracked by Wall St. Rank hold ICB as of Q1 2018.

  • Legacy Advisors reported no remaining Morgan Stanley Income Sec. Inc position as of Q1 2018 after selling out during the quarter.
  • Legacy Advisors sold 3,000 Morgan Stanley Income Sec. Inc shares in Q1 2018, an estimated $55K.
  • Legacy Advisors first reported a position in Morgan Stanley Income Sec. Inc in Q4 2017 and held it in 1 quarter.
  • Legacy Advisors's Morgan Stanley Income Sec. Inc position peaked at $55K in Q4 2017.
  • 27 funds tracked by Wall St. Rank held Morgan Stanley Income Sec. Inc as of Q1 2018.

Based on Legacy Advisors's 13F filing for Q1 2018, filed 17 Apr 2018.