SAG
CIK icon

Sterne Agee Group’s UBS Asset Management Income Fund, Inc. CIK Stock Holding History

Sterne Agee Group’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
2013
Q3 		– Sell
-19,550
Closed -$74K – 262
2013
Q2 		$74K Buy
+19,550
New +$79K 0.03% 252

Other funds holding CIK

AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
GHAM
Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return

Sterne Agee Group's CIK Position: Q3 2013 in Review

Sterne Agee Group sold out of UBS Asset Management Income Fund, Inc. (CIK) in Q3 2013, closing a stake of 19,550 shares — an estimated $74K sold.

Sterne Agee Group first reported a position in CIK in Q2 2013 and held it in 1 quarter. The position peaked at $74K in Q2 2013. 35 funds tracked by Wall St. Rank hold CIK as of Q3 2013.

  • Sterne Agee Group reported no remaining UBS Asset Management Income Fund, Inc. position as of Q3 2013 after selling out during the quarter.
  • Sterne Agee Group sold 19,550 UBS Asset Management Income Fund, Inc. shares in Q3 2013, an estimated $74K.
  • Sterne Agee Group first reported a position in UBS Asset Management Income Fund, Inc. in Q2 2013 and held it in 1 quarter.
  • Sterne Agee Group's UBS Asset Management Income Fund, Inc. position peaked at $74K in Q2 2013.
  • 35 funds tracked by Wall St. Rank held UBS Asset Management Income Fund, Inc. as of Q3 2013.

Based on Sterne Agee Group's 13F filing for Q3 2013, filed 15 Nov 2013.