LP
CIK

Lloyd Park’s Credit Suisse Asset Management Income Fund CIK Stock Holding History

Lloyd Park’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
2022
Q3 		– Sell
-50,000
Closed -$137K – 82
2022
Q2 		$137K Buy
+50,000
New +$142K 0.14% 76

Other funds holding CIK

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return
ICM
IMS Capital Management Portland, Oregon $217M AUM 18.69% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Lloyd Park's CIK Position: Q3 2022 in Review

Lloyd Park sold out of Credit Suisse Asset Management Income Fund (CIK) in Q3 2022, closing a stake of 50,000 shares — an estimated $137K sold.

Lloyd Park first reported a position in CIK in Q2 2022 and held it in 1 quarter. The position peaked at $137K in Q2 2022. 39 funds tracked by Wall St. Rank hold CIK as of Q3 2022.

  • Lloyd Park reported no remaining Credit Suisse Asset Management Income Fund position as of Q3 2022 after selling out during the quarter.
  • Lloyd Park sold 50,000 Credit Suisse Asset Management Income Fund shares in Q3 2022, an estimated $137K.
  • Lloyd Park first reported a position in Credit Suisse Asset Management Income Fund in Q2 2022 and held it in 1 quarter.
  • Lloyd Park's Credit Suisse Asset Management Income Fund position peaked at $137K in Q2 2022.
  • 39 funds tracked by Wall St. Rank held Credit Suisse Asset Management Income Fund as of Q3 2022.

Based on Lloyd Park's 13F filing for Q3 2022, filed 14 Nov 2022.