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 $377B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
FM
Family Management New York $834M AUM 20.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
SA
Strategic Advisors New York $602M AUM 21.41% 1-Year Est. Return