PFGIA
CCIF

Patriot Financial Group Insurance Agency’s Carlyle Credit Income Fund CCIF Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio CCIF Stock Details CCIF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-179
Closed -$2K – 1666
2020
Q1 		$2K Hold
179
– – ﹤0.01% 1280
2019
Q4 		$2K Buy
+179
New +$1.82K ﹤0.01% 1096

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SCM
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CAN
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RIA
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BFM
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TJHA
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AC
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NWS
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Patriot Financial Group Insurance Agency's CCIF Position: Q2 2020 in Review

Patriot Financial Group Insurance Agency sold out of Carlyle Credit Income Fund (CCIF) in Q2 2020, closing a stake of 179 shares — an estimated $2K sold.

Patriot Financial Group Insurance Agency first reported a position in CCIF in Q4 2019 and held it in 2 quarters. The position peaked at $2K in Q1 2020. 38 funds tracked by Wall St. Rank hold CCIF as of Q2 2020.

  • Patriot Financial Group Insurance Agency reported no remaining Carlyle Credit Income Fund position as of Q2 2020 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 179 Carlyle Credit Income Fund shares in Q2 2020, an estimated $2K.
  • Patriot Financial Group Insurance Agency first reported a position in Carlyle Credit Income Fund in Q4 2019 and held it in 2 quarters.
  • Patriot Financial Group Insurance Agency's Carlyle Credit Income Fund position peaked at $2K in Q1 2020.
  • 38 funds tracked by Wall St. Rank held Carlyle Credit Income Fund as of Q2 2020.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2020, filed 10 Jul 2020.