ST
CCIF

Sabal Trust’s Carlyle Credit Income Fund CCIF Stock Holding History

Sabal Trust’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 		$1.47M Hold
217,347
– – 0.08% 131
2024
Q4 		$1.73M Buy
+217,347
New +$1.78M 0.1% 115

Other funds holding CCIF

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $801M AUM 22.2% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Sabal Trust's CCIF Position: Q1 2025 in Review

Sabal Trust held its Carlyle Credit Income Fund (CCIF) position steady in Q1 2025 at 217,347 shares worth $1.47M. The position accounts for 0.08% of the portfolio, ranked #131.

Sabal Trust first reported a position in CCIF in Q4 2024 and has held it in 2 quarters since. The position peaked at $1.73M in Q4 2024. 26 funds tracked by Wall St. Rank hold CCIF as of Q1 2025.

  • Sabal Trust held 217,347 shares of Carlyle Credit Income Fund worth $1.47M as of Q1 2025.
  • Sabal Trust left its Carlyle Credit Income Fund share count unchanged in Q1 2025.
  • Carlyle Credit Income Fund made up 0.08% of Sabal Trust's portfolio in Q1 2025, its #131 holding.
  • Sabal Trust first reported a position in Carlyle Credit Income Fund in Q4 2024 and has held it in 2 quarters since.
  • Sabal Trust's Carlyle Credit Income Fund position peaked at $1.73M in Q4 2024.
  • 26 funds tracked by Wall St. Rank held Carlyle Credit Income Fund as of Q1 2025.

Based on Sabal Trust's 13F filing for Q1 2025, filed 23 Apr 2025.