AF
ERC

Advisornet Financial’s Allspring Multi-Sector Income Fund ERC Stock Holding History

Advisornet Financial’s Portfolio ERC Stock Details ERC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-3,251
Closed -$42K – 1815
2019
Q4 		$42K Buy
+3,251
New +$41K ﹤0.01% 949

Other funds holding ERC

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Advisornet Financial's ERC Position: Q1 2020 in Review

Advisornet Financial sold out of Allspring Multi-Sector Income Fund (ERC) in Q1 2020, closing a stake of 3,251 shares — an estimated $42K sold.

Advisornet Financial first reported a position in ERC in Q4 2019 and held it in 1 quarter. The position peaked at $42K in Q4 2019. 63 funds tracked by Wall St. Rank hold ERC as of Q1 2020.

  • Advisornet Financial reported no remaining Allspring Multi-Sector Income Fund position as of Q1 2020 after selling out during the quarter.
  • Advisornet Financial sold 3,251 Allspring Multi-Sector Income Fund shares in Q1 2020, an estimated $42K.
  • Advisornet Financial first reported a position in Allspring Multi-Sector Income Fund in Q4 2019 and held it in 1 quarter.
  • Advisornet Financial's Allspring Multi-Sector Income Fund position peaked at $42K in Q4 2019.
  • 63 funds tracked by Wall St. Rank held Allspring Multi-Sector Income Fund as of Q1 2020.

Based on Advisornet Financial's 13F filing for Q1 2020, filed 14 May 2020.