WFG Advisors’s Credit Suisse Asset Management Income Fund CIK Stock Holding History

WFG Advisors’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
2015 Q1	–	Sell	-2,000	Closed	-$7K	–	1803
2014 Q4	$7K	Hold	2,000	–	–	﹤0.01%	1560
2014 Q3	$7K	Sell	2,000 -10,000	-83%	-$35.6K	﹤0.01%	1574
2014 Q2	$44K	Sell	12,000 -3,373	-22%	-$12.2K	0.01%	956
2014 Q1	$55K	Hold	15,373	–	–	0.01%	876
2013 Q4	$55K	Buy	15,373 +14,500	+1,661%	+$52.3K	0.01%	962
2013 Q3	$3K	Sell	873 -86,883	-99%	-$316K	﹤0.01%	1829
2013 Q2	$334K	Buy	+87,756	New	+$354K	0.06%	343

Other funds holding CIK

PAM

PT Asset Management Chicago, Illinois $13.7M AUM 9.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SFS

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

SCM

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

LJAC

L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return

COLIM

City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

WFG Advisors's CIK Position: Q1 2015 in Review

WFG Advisors sold out of Credit Suisse Asset Management Income Fund (CIK) in Q1 2015, closing a stake of 2,000 shares — an estimated $7K sold.

WFG Advisors first reported a position in CIK in Q2 2013 and held it in 7 quarters. The position peaked at $334K in Q2 2013. 54 funds tracked by Wall St. Rank hold CIK as of Q1 2015.

WFG Advisors reported no remaining Credit Suisse Asset Management Income Fund position as of Q1 2015 after selling out during the quarter.
WFG Advisors sold 2,000 Credit Suisse Asset Management Income Fund shares in Q1 2015, an estimated $7K.
WFG Advisors first reported a position in Credit Suisse Asset Management Income Fund in Q2 2013 and held it in 7 quarters.
WFG Advisors's Credit Suisse Asset Management Income Fund position peaked at $334K in Q2 2013.
54 funds tracked by Wall St. Rank held Credit Suisse Asset Management Income Fund as of Q1 2015.

Based on WFG Advisors's 13F filing for Q1 2015, filed 12 May 2015.