Millennium Management

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

Millennium 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
2021 Q1	–	Sell	-84,322	Closed	-$266K	–	5982
2020 Q4	$266K	Sell	84,322 -1,153	-1%	-$3.56K	﹤0.01%	4627
2020 Q3	$251	Sell	85,475 -101,092	-54%	-$287K	﹤0.01%	3954
2020 Q2	$506K	Buy	+186,567	New	+$480K	﹤0.01%	3395
2019 Q4	–	Sell	-12,393	Closed	-$39K	–	4248
2019 Q3	$39K	Buy	+12,393	New	+$39K	﹤0.01%	4062
2018 Q3	–	Sell	-12,315	Closed	-$39K	–	3940
2018 Q2	$39K	Sell	12,315 -1,184	-9%	-$3.77K	﹤0.01%	3717
2018 Q1	$43K	Buy	+13,499	New	+$43.9K	﹤0.01%	3549

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Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of America

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Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return

Family Management New York $834M AUM 20.83% 1-Year Est. Return

Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return