Mutual Advisors’s Credit Suisse Asset Management Income Fund 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

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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