SageView Advisory Group
CCIF icon

SageView Advisory Group’s Carlyle Credit Income Fund CCIF Stock Holding History

SageView Advisory Group’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
2024
Q1 		– Sell
-12,262
Closed -$95.9K – 546
2023
Q4 		$95.9K Buy
+12,262
New +$95.1K ﹤0.01% 627

Other funds holding CCIF

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Thomas J. Herzfeld Advisors
Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Cetera Advisor Networks
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Bulldog Investors
Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return
SFI Advisors
SFI Advisors Montclair, New Jersey $116M AUM 37.12% 1-Year Est. Return
Access Financial Services
Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Riverbridge Partners
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

SageView Advisory Group's CCIF Position: Q1 2024 in Review

SageView Advisory Group sold out of Carlyle Credit Income Fund (CCIF) in Q1 2024, closing a stake of 12,262 shares — an estimated $95.9K sold.

SageView Advisory Group first reported a position in CCIF in Q4 2023 and held it in 1 quarter. The position peaked at $95.9K in Q4 2023. 23 funds tracked by Wall St. Rank hold CCIF as of Q1 2024.

  • SageView Advisory Group reported no remaining Carlyle Credit Income Fund position as of Q1 2024 after selling out during the quarter.
  • SageView Advisory Group sold 12,262 Carlyle Credit Income Fund shares in Q1 2024, an estimated $95.9K.
  • SageView Advisory Group first reported a position in Carlyle Credit Income Fund in Q4 2023 and held it in 1 quarter.
  • SageView Advisory Group's Carlyle Credit Income Fund position peaked at $95.9K in Q4 2023.
  • 23 funds tracked by Wall St. Rank held Carlyle Credit Income Fund as of Q1 2024.

Based on SageView Advisory Group's 13F filing for Q1 2024, filed 9 May 2024.