WealthBridge Capital Management’s Credit Suisse Asset Management Income Fund 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 $377B AUM 19.32% 1-Year Est. Return

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

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

Family Management New York $834M AUM 20.83% 1-Year Est. Return

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Strategic Advisors New York $602M AUM 21.41% 1-Year Est. Return