Winfield Associates’s Credit Suisse Asset Management Income Fund CIK Stock Holding History

Winfield Associates’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
2022 Q1	$107K	Hold	35,055	–	–	0.04%	151
2021 Q4	$120K	Hold	35,055	–	–	0.04%	154
2021 Q3	$122K	Sell	35,055 -240	-0.7%	-$835	0.05%	149
2021 Q2	$124K	Sell	35,295 -7,335	-17%	-$25.6K	0.05%	147
2021 Q1	$144K	Sell	42,630 -4,160	-9%	-$13.6K	0.06%	137
2020 Q4	$147K	Sell	46,790 -4,000	-8%	-$12.3K	0.06%	130
2020 Q3	$149K	Sell	50,790 -4,245	-8%	-$12K	0.07%	120
2020 Q2	$149K	Sell	55,035 -5,635	-9%	-$14.5K	0.08%	120
2020 Q1	$145K	Sell	60,670 -1,000	-2%	-$3.05K	0.09%	112
2019 Q4	$199K	Buy	61,670 +2,200	+4%	+$7K	0.09%	130
2019 Q3	$187K	Buy	+59,470	New	+$187K	0.09%	131

Other funds holding CIK

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Fiera Capital (Canada)

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

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

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

IMS Capital Management Portland, Oregon $217M AUM 18.69% 1-Year Est. Return