Sowell Financial Services’s Credit Suisse Asset Management Income Fund CIK Stock Holding History

Sowell Financial Services’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
2018 Q1	–	Sell	-15,000	Closed	-$49K	–	274
2017 Q4	$49K	Hold	15,000	–	–	0.01%	258
2017 Q3	$50K	Hold	15,000	–	–	0.01%	253
2017 Q2	$50K	Buy	+15,000	New	+$49.9K	0.01%	251

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Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

IMS Capital Management Portland, Oregon $217M AUM 18.69% 1-Year Est. Return

Strategic Advisors New York $602M AUM 21.41% 1-Year Est. Return