SWM
CIK

Spire Wealth Management’s UBS Asset Management Income Fund, Inc. CIK Stock Holding History

Spire Wealth Management’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
2021
Q3 		– Sell
-4,600
Closed -$16K – 2570
2021
Q2 		$16K Hold
4,600
– – ﹤0.01% 1960
2021
Q1 		$16K Buy
+4,600
New +$15K ﹤0.01% 2237

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Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return
MAFM
Mid Atlantic Financial Management Pittsburgh, Pennsylvania $1.49B AUM 24.08% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
ICM
IMS Capital Management Portland, Oregon $217M AUM 18.69% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Spire Wealth Management's CIK Position: Q3 2021 in Review

Spire Wealth Management sold out of UBS Asset Management Income Fund, Inc. (CIK) in Q3 2021, closing a stake of 4,600 shares — an estimated $16K sold.

Spire Wealth Management first reported a position in CIK in Q1 2021 and held it in 2 quarters. The position peaked at $16K in Q2 2021. 45 funds tracked by Wall St. Rank hold CIK as of Q3 2021.

  • Spire Wealth Management reported no remaining UBS Asset Management Income Fund, Inc. position as of Q3 2021 after selling out during the quarter.
  • Spire Wealth Management sold 4,600 UBS Asset Management Income Fund, Inc. shares in Q3 2021, an estimated $16K.
  • Spire Wealth Management first reported a position in UBS Asset Management Income Fund, Inc. in Q1 2021 and held it in 2 quarters.
  • Spire Wealth Management's UBS Asset Management Income Fund, Inc. position peaked at $16K in Q2 2021.
  • 45 funds tracked by Wall St. Rank held UBS Asset Management Income Fund, Inc. as of Q3 2021.

Based on Spire Wealth Management's 13F filing for Q3 2021, filed 22 Oct 2021.