T
CIK

Transce3nd’s UBS Asset Management Income Fund, Inc. CIK Stock Holding History

Transce3nd’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
Q1 		– Sell
-4,000
Closed -$11.6K – 1255
2024
Q4 		$11.6K Buy
+4,000
New +$12K ﹤0.01% 708

Other funds holding CIK

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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 $27.6B AUM 23.56% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return
ICM
IMS Capital Management Portland, Oregon $217M AUM 18.69% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return

Transce3nd's CIK Position: Q1 2025 in Review

Transce3nd sold out of UBS Asset Management Income Fund, Inc. (CIK) in Q1 2025, closing a stake of 4,000 shares — an estimated $11.6K sold.

Transce3nd first reported a position in CIK in Q4 2024 and held it in 1 quarter. The position peaked at $11.6K in Q4 2024. 51 funds tracked by Wall St. Rank hold CIK as of Q1 2025.

  • Transce3nd reported no remaining UBS Asset Management Income Fund, Inc. position as of Q1 2025 after selling out during the quarter.
  • Transce3nd sold 4,000 UBS Asset Management Income Fund, Inc. shares in Q1 2025, an estimated $11.6K.
  • Transce3nd first reported a position in UBS Asset Management Income Fund, Inc. in Q4 2024 and held it in 1 quarter.
  • Transce3nd's UBS Asset Management Income Fund, Inc. position peaked at $11.6K in Q4 2024.
  • 51 funds tracked by Wall St. Rank held UBS Asset Management Income Fund, Inc. as of Q1 2025.

Based on Transce3nd's 13F filing for Q1 2025, filed 5 May 2025.