Rockefeller Capital Management

Rockefeller Capital Management’s Carlyle Credit Income Fund CCIF Stock Holding History

Rockefeller Capital Management’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
2026 Q1	$3	Buy	+1	New	+$4	﹤0.01%	4678
2025 Q4	–	Hold	0	–	–	–	4661
2022 Q3	–	Sell	-183	Closed	-$1.72K	–	3911
2022 Q2	$1K	Buy	+183	New	+$1.74K	﹤0.01%	3914
2021 Q2	–	Sell	-534	Closed	-$5K	–	3445
2021 Q1	$5K	Sell	534 -650	-55%	-$6.63K	﹤0.01%	2882
2020 Q4	$11K	Buy	+1,184	New	+$11.8K	﹤0.01%	2197

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Cetera Investment Advisers

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Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return