WCG
CIK

Weaver Consulting Group’s UBS Asset Management Income Fund, Inc. CIK Stock Holding History

Weaver Consulting Group’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
Q4 		– Sell
-163
Closed -$1K – 267
2020
Q3 		$1K Hold
163
– – ﹤0.01% 878
2020
Q2 		$0 Hold
163
– – ﹤0.01% 940
2020
Q1 		$0 Hold
163
– – ﹤0.01% 857
2019
Q4 		$1K Hold
163
– – ﹤0.01% 786
2019
Q3 		$1K Hold
163
– – ﹤0.01% 768
2019
Q2 		$1K Hold
163
– – ﹤0.01% 757
2019
Q1 		$1K Buy
+163
New +$489 ﹤0.01% 1413

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FM
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Envestnet Asset Management
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PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Weaver Consulting Group's CIK Position: Q4 2020 in Review

Weaver Consulting Group sold out of UBS Asset Management Income Fund, Inc. (CIK) in Q4 2020, closing a stake of 163 shares — an estimated $1K sold.

Weaver Consulting Group first reported a position in CIK in Q1 2019 and held it in 7 quarters. The position peaked at $1K in Q3 2020. 51 funds tracked by Wall St. Rank hold CIK as of Q4 2020.

  • Weaver Consulting Group reported no remaining UBS Asset Management Income Fund, Inc. position as of Q4 2020 after selling out during the quarter.
  • Weaver Consulting Group sold 163 UBS Asset Management Income Fund, Inc. shares in Q4 2020, an estimated $1K.
  • Weaver Consulting Group first reported a position in UBS Asset Management Income Fund, Inc. in Q1 2019 and held it in 7 quarters.
  • Weaver Consulting Group's UBS Asset Management Income Fund, Inc. position peaked at $1K in Q3 2020.
  • 51 funds tracked by Wall St. Rank held UBS Asset Management Income Fund, Inc. as of Q4 2020.

Based on Weaver Consulting Group's 13F filing for Q4 2020, filed 29 Jan 2021.