SKK
CIK

Shepherd Kaplan Krochuk’s Credit Suisse Asset Management Income Fund CIK Stock Holding History

Shepherd Kaplan Krochuk’s Portfolio CIK Stock Details CIK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-43,900
Closed -$138K – 162
2019
Q3 		$138K Hold
43,900
– – 0.1% 149
2019
Q2 		$137K Hold
43,900
– – 0.1% 154
2019
Q1 		$136K Buy
+43,900
New +$132K 0.08% 162

Other funds holding CIK

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return
FM
Family Management New York $975M AUM 23.16% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
SA
Strategic Advisors New York $457M AUM 21.35% 1-Year Est. Return

Shepherd Kaplan Krochuk's CIK Position: Q4 2019 in Review

Shepherd Kaplan Krochuk sold out of Credit Suisse Asset Management Income Fund (CIK) in Q4 2019, closing a stake of 43,900 shares — an estimated $138K sold.

Shepherd Kaplan Krochuk first reported a position in CIK in Q1 2019 and held it in 3 quarters. The position peaked at $138K in Q3 2019. 51 funds tracked by Wall St. Rank hold CIK as of Q4 2019.

  • Shepherd Kaplan Krochuk reported no remaining Credit Suisse Asset Management Income Fund position as of Q4 2019 after selling out during the quarter.
  • Shepherd Kaplan Krochuk sold 43,900 Credit Suisse Asset Management Income Fund shares in Q4 2019, an estimated $138K.
  • Shepherd Kaplan Krochuk first reported a position in Credit Suisse Asset Management Income Fund in Q1 2019 and held it in 3 quarters.
  • Shepherd Kaplan Krochuk's Credit Suisse Asset Management Income Fund position peaked at $138K in Q3 2019.
  • 51 funds tracked by Wall St. Rank held Credit Suisse Asset Management Income Fund as of Q4 2019.

Based on Shepherd Kaplan Krochuk's 13F filing for Q4 2019, filed 5 Feb 2020.