N.E.W. Advisory Services’s Credit Suisse Asset Management Income Fund CIK Stock Holding History

N.E.W. Advisory Services’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	-18,100	Closed	-$56K	–	130
2020 Q4	$56K	Buy	+18,100	New	+$55.8K	0.01%	134

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 22.96% 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

N.E.W. Advisory Services's CIK Position: Q1 2021 in Review

N.E.W. Advisory Services sold out of Credit Suisse Asset Management Income Fund (CIK) in Q1 2021, closing a stake of 18,100 shares — an estimated $56K sold.

N.E.W. Advisory Services first reported a position in CIK in Q4 2020 and held it in 1 quarter. The position peaked at $56K in Q4 2020. 53 funds tracked by Wall St. Rank hold CIK as of Q1 2021.

N.E.W. Advisory Services reported no remaining Credit Suisse Asset Management Income Fund position as of Q1 2021 after selling out during the quarter.
N.E.W. Advisory Services sold 18,100 Credit Suisse Asset Management Income Fund shares in Q1 2021, an estimated $56K.
N.E.W. Advisory Services first reported a position in Credit Suisse Asset Management Income Fund in Q4 2020 and held it in 1 quarter.
N.E.W. Advisory Services's Credit Suisse Asset Management Income Fund position peaked at $56K in Q4 2020.
53 funds tracked by Wall St. Rank held Credit Suisse Asset Management Income Fund as of Q1 2021.

Based on N.E.W. Advisory Services's 13F filing for Q1 2021, filed 14 Apr 2021.