Mutual Advisors’s UBS Asset Management Income Fund, Inc. CIK Stock Holding History

Mutual Advisors’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	-14,397	Closed	-$45K	–	784
2020 Q4	$45K	Sell	14,397 -19,471	-57%	-$60.1K	﹤0.01%	730
2020 Q3	$100K	Sell	33,868 -5,865	-15%	-$16.6K	0.01%	655
2020 Q2	$108K	Sell	39,733 -13,931	-26%	-$35.8K	0.01%	632
2020 Q1	$128K	Sell	53,664 -1,990	-4%	-$6.07K	0.02%	525
2019 Q4	$179K	Buy	55,654 +1,158	+2%	+$3.69K	0.02%	569
2019 Q3	$172K	Buy	54,496 +3,770	+7%	+$11.9K	0.02%	515
2019 Q2	$158K	Sell	50,726 -8,514	-14%	-$26.4K	0.02%	541
2019 Q1	$184K	Buy	59,240 +39,747	+204%	+$119K	0.03%	453
2018 Q4	$54K	Buy	+19,493	New	+$57.8K	0.01%	427

Other funds holding CIK

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

SFS

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Family Management New York $975M AUM 23.16% 1-Year Est. Return

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return

BRWA

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

Mutual Advisors's CIK Position: Q1 2021 in Review

Mutual Advisors sold out of UBS Asset Management Income Fund, Inc. (CIK) in Q1 2021, closing a stake of 14,397 shares — an estimated $45K sold.

Mutual Advisors first reported a position in CIK in Q4 2018 and held it in 9 quarters. The position peaked at $184K in Q1 2019. 53 funds tracked by Wall St. Rank hold CIK as of Q1 2021.

Mutual Advisors reported no remaining UBS Asset Management Income Fund, Inc. position as of Q1 2021 after selling out during the quarter.
Mutual Advisors sold 14,397 UBS Asset Management Income Fund, Inc. shares in Q1 2021, an estimated $45K.
Mutual Advisors first reported a position in UBS Asset Management Income Fund, Inc. in Q4 2018 and held it in 9 quarters.
Mutual Advisors's UBS Asset Management Income Fund, Inc. position peaked at $184K in Q1 2019.
53 funds tracked by Wall St. Rank held UBS Asset Management Income Fund, Inc. as of Q1 2021.

Based on Mutual Advisors's 13F filing for Q1 2021, filed 13 May 2021.