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WealthPlan Investment Management’s Carlyle Credit Income Fund CCIF Stock Holding History

WealthPlan Investment Management’s Portfolio CCIF Stock Details CCIF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-13,398
Closed -$135K – 459
2022
Q4 		$135K Hold
13,398
– – 0.01% 379
2022
Q3 		$122K Buy
+13,398
New +$126K 0.01% 360
2022
Q1 		$127K Buy
+13,398
New +$135K 0.01% 374

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SIA
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AC
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TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return
IA
Icon Advisers Greenwood Village, Colorado $532M AUM 56.47% 1-Year Est. Return
TAM
Terrapin Asset Management Miami, Florida $87.8M AUM 16.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

WealthPlan Investment Management's CCIF Position: Q1 2023 in Review

WealthPlan Investment Management sold out of Carlyle Credit Income Fund (CCIF) in Q1 2023, closing a stake of 13,398 shares — an estimated $135K sold.

WealthPlan Investment Management first reported a position in CCIF in Q1 2022 and held it in 3 quarters. The position peaked at $135K in Q4 2022. 38 funds tracked by Wall St. Rank hold CCIF as of Q1 2023.

  • WealthPlan Investment Management reported no remaining Carlyle Credit Income Fund position as of Q1 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 13,398 Carlyle Credit Income Fund shares in Q1 2023, an estimated $135K.
  • WealthPlan Investment Management first reported a position in Carlyle Credit Income Fund in Q1 2022 and held it in 3 quarters.
  • WealthPlan Investment Management's Carlyle Credit Income Fund position peaked at $135K in Q4 2022.
  • 38 funds tracked by Wall St. Rank held Carlyle Credit Income Fund as of Q1 2023.

Based on WealthPlan Investment Management's 13F filing for Q1 2023, filed 8 May 2023.