SA
CIK

Strategic Advisors’s Credit Suisse Asset Management Income Fund CIK Stock Holding History

Strategic Advisors’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
2025
Q2 		– Sell
-14,379
Closed -$41.7K – 181
2025
Q1 		$41.7K Buy
+14,379
New +$42.2K 0.01% 186
2024
Q4 		– Sell
-14,379
Closed -$44.4K – 204
2024
Q3 		$44.4K Hold
14,379
– – 0.01% 202
2024
Q2 		$42.7K Hold
14,379
– – 0.01% 201
2024
Q1 		$42.4K Hold
14,379
– – 0.01% 201
2023
Q4 		$45K Sell
14,379
-24,637
-63% -$67.7K 0.01% 199
2023
Q3 		$101K Buy
39,016
+574
+1% +$1.64K 0.02% 190
2023
Q2 		$113K Buy
38,442
+572
+2% +$1.58K 0.02% 192
2023
Q1 		$97.3K Buy
37,870
+587
+2% +$1.57K 0.02% 197
2022
Q4 		$94K Sell
37,283
-19,413
-34% -$50.5K 0.02% 191
2022
Q3 		$150K Buy
56,696
+525
+0.9% +$1.49K 0.03% 184
2022
Q2 		$153K Buy
56,171
+519
+0.9% +$1.47K 0.03% 182
2022
Q1 		$169K Buy
55,652
+452
+0.8% +$1.44K 0.03% 190
2021
Q4 		$189K Buy
55,200
+404
+0.7% +$1.39K 0.03% 188
2021
Q3 		$190K Buy
54,796
+774
+1% +$2.69K 0.04% 177
2021
Q2 		$190K Buy
54,022
+752
+1% +$2.62K 0.05% 161
2021
Q1 		$180K Buy
53,270
+790
+2% +$2.58K 0.05% 151
2020
Q4 		$166K Sell
52,480
-22,242
-30% -$68.6K 0.05% 151
2020
Q3 		$221K Buy
74,722
+1,416
+2% +$4.01K 0.07% 138
2020
Q2 		$200K Sell
73,306
-35,064
-32% -$90.2K 0.07% 138
2020
Q1 		$268K Buy
108,370
+2,320
+2% +$7.08K 0.12% 125
2019
Q4 		$341K Buy
106,050
+2,198
+2% +$7K 0.12% 134
2019
Q3 		$327K Buy
103,852
+2,197
+2% +$6.91K 0.12% 134
2019
Q2 		$316K Buy
101,655
+2,176
+2% +$6.74K 0.12% 132
2019
Q1 		$308K Buy
99,479
+2,192
+2% +$6.58K 0.12% 133
2018
Q4 		$269K Buy
97,287
+2,191
+2% +$6.5K 0.12% 127
2018
Q3 		$301K Buy
95,096
+2,016
+2% +$6.34K 0.11% 129
2018
Q2 		$294K Buy
93,080
+53
+0.1% +$169 0.12% 122
2018
Q1 		$297K Buy
93,027
+1,854
+2% +$6.04K 0.12% 117
2017
Q4 		$302K Buy
91,173
+1,796
+2% +$5.97K 0.12% 116
2017
Q3 		$303K Buy
89,377
+1,726
+2% +$5.81K 0.13% 128
2017
Q2 		$295K Buy
87,651
+1,717
+2% +$5.71K 0.13% 124
2017
Q1 		$284K Buy
85,934
+1,699
+2% +$5.58K 0.13% 121
2016
Q4 		$266K Buy
84,235
+1,779
+2% +$5.5K 0.14% 108
2016
Q3 		$259K Buy
82,456
+1,767
+2% +$5.39K 0.15% 112
2016
Q2 		$236K Buy
+80,689
New +$234K 0.14% 112
2016
Q1 		– Sell
-76,956
Closed -$214K – 132
2015
Q4 		$214K Buy
+76,956
New +$219K 0.14% 113

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
ICM
IMS Capital Management Portland, Oregon $217M AUM 18.69% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Strategic Advisors's CIK Position: Q2 2025 in Review

Strategic Advisors sold out of Credit Suisse Asset Management Income Fund (CIK) in Q2 2025, closing a stake of 14,379 shares — an estimated $41.7K sold.

Strategic Advisors first reported a position in CIK in Q4 2015 and held it in 36 quarters. The position peaked at $341K in Q4 2019. 48 funds tracked by Wall St. Rank hold CIK as of Q2 2025.

  • Strategic Advisors reported no remaining Credit Suisse Asset Management Income Fund position as of Q2 2025 after selling out during the quarter.
  • Strategic Advisors sold 14,379 Credit Suisse Asset Management Income Fund shares in Q2 2025, an estimated $41.7K.
  • Strategic Advisors first reported a position in Credit Suisse Asset Management Income Fund in Q4 2015 and held it in 36 quarters.
  • Strategic Advisors's Credit Suisse Asset Management Income Fund position peaked at $341K in Q4 2019.
  • 48 funds tracked by Wall St. Rank held Credit Suisse Asset Management Income Fund as of Q2 2025.

Based on Strategic Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.