SS
CIK

Sunbelt Securities’s Credit Suisse Asset Management Income Fund CIK Stock Holding History

Sunbelt Securities’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
2026
Q1 		$8.7K Hold
3,400
– – ﹤0.01% 1536
2025
Q4 		$9.62K Hold
3,400
– – ﹤0.01% 1449
2025
Q3 		$9.96K Hold
3,400
– – ﹤0.01% 1445
2025
Q2 		$9.83K Hold
3,400
– – ﹤0.01% 1311
2025
Q1 		$9.86K Hold
3,400
– – ﹤0.01% 1272
2024
Q4 		$9.86K Hold
3,400
– – ﹤0.01% 1311
2024
Q3 		$10.5K Hold
3,400
– – ﹤0.01% 1283
2024
Q2 		$10.1K Hold
3,400
– – ﹤0.01% 1266
2024
Q1 		$10K Hold
3,400
– – ﹤0.01% 1243
2023
Q4 		$10.6K Hold
3,400
– – ﹤0.01% 1155
2023
Q3 		$8.81K Hold
3,400
– – ﹤0.01% 1185
2023
Q2 		$10K Buy
+3,400
New +$9.39K ﹤0.01% 1176
2016
Q4 		– Sell
-17,187
Closed -$54K – 94
2016
Q3 		$54K Buy
17,187
+262
+2% +$799 0.07% 108
2016
Q2 		$50K Sell
16,925
-160
-0.9% -$464 0.07% 97
2016
Q1 		$49K Buy
17,085
+290
+2% +$789 0.07% 90
2015
Q4 		$47K Sell
16,795
-1,784
-10% -$5.08K 0.07% 91
2015
Q3 		$53K Sell
18,579
-10,318
-36% -$30.6K 0.07% 105
2015
Q2 		$92K Buy
28,897
+485
+2% +$1.56K 0.13% 113
2015
Q1 		$91K Buy
28,412
+5,482
+24% +$17.7K 0.14% 104
2014
Q4 		$75K Buy
+22,930
New +$76.9K 0.1% 112

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
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return