RI
CCIF

Ridgewood Investments’s Carlyle Credit Income Fund CCIF Stock Holding History

Ridgewood Investments’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
2025
Q1 		– Sell
-2,300
Closed -$18.3K – 684
2024
Q4 		$18.3K Hold
2,300
– – 0.01% 432
2024
Q3 		$18.9K Buy
+2,300
New +$19.2K 0.01% 434

Other funds holding CCIF

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ST
Sabal Trust St. Petersburg, Florida $1.8B AUM 8.75% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
VIA
Virtus Investment Advisers Hartford, Connecticut $363M AUM 34.89% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AFS
Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return
NW
Naviter Wealth Little Rock, Arkansas $1.1B AUM 33.28% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return

Ridgewood Investments's CCIF Position: Q1 2025 in Review

Ridgewood Investments sold out of Carlyle Credit Income Fund (CCIF) in Q1 2025, closing a stake of 2,300 shares — an estimated $18.3K sold.

Ridgewood Investments first reported a position in CCIF in Q3 2024 and held it in 2 quarters. The position peaked at $18.9K in Q3 2024. 26 funds tracked by Wall St. Rank hold CCIF as of Q1 2025.

  • Ridgewood Investments reported no remaining Carlyle Credit Income Fund position as of Q1 2025 after selling out during the quarter.
  • Ridgewood Investments sold 2,300 Carlyle Credit Income Fund shares in Q1 2025, an estimated $18.3K.
  • Ridgewood Investments first reported a position in Carlyle Credit Income Fund in Q3 2024 and held it in 2 quarters.
  • Ridgewood Investments's Carlyle Credit Income Fund position peaked at $18.9K in Q3 2024.
  • 26 funds tracked by Wall St. Rank held Carlyle Credit Income Fund as of Q1 2025.

Based on Ridgewood Investments's 13F filing for Q1 2025, filed 7 May 2025.