WP
CIK

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

WealthShield Partners’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
2021
Q3 		– Sell
-6,749
Closed -$24K – 315
2021
Q2 		$24K Hold
6,749
– – ﹤0.01% 620
2021
Q1 		$23K Buy
+6,749
New +$22.1K ﹤0.01% 638

Other funds holding CIK

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return
MAFM
Mid Atlantic Financial Management Pittsburgh, Pennsylvania $1.49B AUM 24.08% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
ICM
IMS Capital Management Portland, Oregon $217M AUM 18.69% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

WealthShield Partners's CIK Position: Q3 2021 in Review

WealthShield Partners sold out of UBS Asset Management Income Fund, Inc. (CIK) in Q3 2021, closing a stake of 6,749 shares — an estimated $24K sold.

WealthShield Partners first reported a position in CIK in Q1 2021 and held it in 2 quarters. The position peaked at $24K in Q2 2021. 45 funds tracked by Wall St. Rank hold CIK as of Q3 2021.

  • WealthShield Partners reported no remaining UBS Asset Management Income Fund, Inc. position as of Q3 2021 after selling out during the quarter.
  • WealthShield Partners sold 6,749 UBS Asset Management Income Fund, Inc. shares in Q3 2021, an estimated $24K.
  • WealthShield Partners first reported a position in UBS Asset Management Income Fund, Inc. in Q1 2021 and held it in 2 quarters.
  • WealthShield Partners's UBS Asset Management Income Fund, Inc. position peaked at $24K in Q2 2021.
  • 45 funds tracked by Wall St. Rank held UBS Asset Management Income Fund, Inc. as of Q3 2021.

Based on WealthShield Partners's 13F filing for Q3 2021, filed 12 Nov 2021.