ACM
ERC

Allred Capital Management’s Allspring Multi-Sector Income Fund ERC Stock Holding History

Allred Capital Management’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
-2,100
Closed -$27K – 308
2019
Q4 		$27K Buy
+2,100
New +$26.5K 0.01% 430

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

Allred Capital Management's ERC Position: Q1 2020 in Review

Allred Capital Management sold out of Allspring Multi-Sector Income Fund (ERC) in Q1 2020, closing a stake of 2,100 shares — an estimated $27K sold.

Allred Capital Management first reported a position in ERC in Q4 2019 and held it in 1 quarter. The position peaked at $27K in Q4 2019. 63 funds tracked by Wall St. Rank hold ERC as of Q1 2020.

  • Allred Capital Management reported no remaining Allspring Multi-Sector Income Fund position as of Q1 2020 after selling out during the quarter.
  • Allred Capital Management sold 2,100 Allspring Multi-Sector Income Fund shares in Q1 2020, an estimated $27K.
  • Allred Capital Management first reported a position in Allspring Multi-Sector Income Fund in Q4 2019 and held it in 1 quarter.
  • Allred Capital Management's Allspring Multi-Sector Income Fund position peaked at $27K in Q4 2019.
  • 63 funds tracked by Wall St. Rank held Allspring Multi-Sector Income Fund as of Q1 2020.

Based on Allred Capital Management's 13F filing for Q1 2020, filed 17 Apr 2020.