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

WealthBridge Capital Management’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
2020 Q1	–	Sell	-10,842	Closed	-$35K	–	119
2019 Q4	$35K	Hold	10,842	–	–	0.02%	126
2019 Q3	$34K	Sell	10,842 -5,000	-32%	-$15.7K	0.02%	122
2019 Q2	$44K	Buy	15,842 +3,000	+23%	+$9.29K	0.04%	111
2019 Q1	$40K	Sell	12,842 -3,000	-19%	-$9K	0.03%	322
2018 Q4	$44K	Buy	+15,842	New	+$47K	0.03%	263

Other funds holding CIK

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Strategic Advisors New York $457M AUM 21.35% 1-Year Est. Return

WealthBridge Capital Management's CIK Position: Q1 2020 in Review

WealthBridge Capital Management sold out of UBS Asset Management Income Fund, Inc. (CIK) in Q1 2020, closing a stake of 10,842 shares — an estimated $35K sold.

WealthBridge Capital Management first reported a position in CIK in Q4 2018 and held it in 5 quarters. The position peaked at $44K in Q2 2019. 51 funds tracked by Wall St. Rank hold CIK as of Q1 2020.

WealthBridge Capital Management reported no remaining UBS Asset Management Income Fund, Inc. position as of Q1 2020 after selling out during the quarter.
WealthBridge Capital Management sold 10,842 UBS Asset Management Income Fund, Inc. shares in Q1 2020, an estimated $35K.
WealthBridge Capital Management first reported a position in UBS Asset Management Income Fund, Inc. in Q4 2018 and held it in 5 quarters.
WealthBridge Capital Management's UBS Asset Management Income Fund, Inc. position peaked at $44K in Q2 2019.
51 funds tracked by Wall St. Rank held UBS Asset Management Income Fund, Inc. as of Q1 2020.

Based on WealthBridge Capital Management's 13F filing for Q1 2020, filed 15 May 2020.