LWM
CIK

Lyons Wealth Management’s UBS Asset Management Income Fund, Inc. CIK Stock Holding History

Lyons Wealth 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
2017
Q1 		– Sell
-10,000
Closed -$114K – 50
2016
Q4 		$114K Buy
+10,000
New +$30.9K 0.16% 42

Other funds holding CIK

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SIA
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BI
Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.54B AUM 30.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
ICM
IMS Capital Management Portland, Oregon $217M AUM 18.69% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
CCP
Clough Capital Partners Boston, Massachusetts $1.23B AUM 51.32% 1-Year Est. Return

Lyons Wealth Management's CIK Position: Q1 2017 in Review

Lyons Wealth Management sold out of UBS Asset Management Income Fund, Inc. (CIK) in Q1 2017, closing a stake of 10,000 shares — an estimated $114K sold.

Lyons Wealth Management first reported a position in CIK in Q4 2016 and held it in 1 quarter. The position peaked at $114K in Q4 2016. 50 funds tracked by Wall St. Rank hold CIK as of Q1 2017.

  • Lyons Wealth Management reported no remaining UBS Asset Management Income Fund, Inc. position as of Q1 2017 after selling out during the quarter.
  • Lyons Wealth Management sold 10,000 UBS Asset Management Income Fund, Inc. shares in Q1 2017, an estimated $114K.
  • Lyons Wealth Management first reported a position in UBS Asset Management Income Fund, Inc. in Q4 2016 and held it in 1 quarter.
  • Lyons Wealth Management's UBS Asset Management Income Fund, Inc. position peaked at $114K in Q4 2016.
  • 50 funds tracked by Wall St. Rank held UBS Asset Management Income Fund, Inc. as of Q1 2017.

Based on Lyons Wealth Management's 13F filing for Q1 2017, filed 15 May 2017.