Lloyd Park’s UBS Asset Management Income Fund, Inc. 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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.55% 1-Year Est. Return

Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return

IMS Capital Management Portland, Oregon $217M AUM 18.69% 1-Year Est. Return

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 UBS Asset Management Income Fund, Inc. (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 UBS Asset Management Income Fund, Inc. position as of Q3 2022 after selling out during the quarter.
Lloyd Park sold 50,000 UBS Asset Management Income Fund, Inc. shares in Q3 2022, an estimated $137K.
Lloyd Park first reported a position in UBS Asset Management Income Fund, Inc. in Q2 2022 and held it in 1 quarter.
Lloyd Park's UBS Asset Management Income Fund, Inc. position peaked at $137K in Q2 2022.
39 funds tracked by Wall St. Rank held UBS Asset Management Income Fund, Inc. as of Q3 2022.

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