SWA
CIK icon

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

Stratos Wealth 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
2019
Q3 		– Sell
-36,796
Closed -$114K – 251
2019
Q2 		$114K Buy
36,796
+792
+2% +$2.45K 0.05% 230
2019
Q1 		$112K Buy
+36,004
New +$108K 0.06% 212

Other funds holding CIK

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.54B AUM 30.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return
FM
Family Management New York $975M AUM 23.16% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Stratos Wealth Advisors's CIK Position: Q3 2019 in Review

Stratos Wealth Advisors sold out of UBS Asset Management Income Fund, Inc. (CIK) in Q3 2019, closing a stake of 36,796 shares — an estimated $114K sold.

Stratos Wealth Advisors first reported a position in CIK in Q1 2019 and held it in 2 quarters. The position peaked at $114K in Q2 2019. 52 funds tracked by Wall St. Rank hold CIK as of Q3 2019.

  • Stratos Wealth Advisors reported no remaining UBS Asset Management Income Fund, Inc. position as of Q3 2019 after selling out during the quarter.
  • Stratos Wealth Advisors sold 36,796 UBS Asset Management Income Fund, Inc. shares in Q3 2019, an estimated $114K.
  • Stratos Wealth Advisors first reported a position in UBS Asset Management Income Fund, Inc. in Q1 2019 and held it in 2 quarters.
  • Stratos Wealth Advisors's UBS Asset Management Income Fund, Inc. position peaked at $114K in Q2 2019.
  • 52 funds tracked by Wall St. Rank held UBS Asset Management Income Fund, Inc. as of Q3 2019.

Based on Stratos Wealth Advisors's 13F filing for Q3 2019, filed 12 Nov 2019.