Baird Financial Group
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Baird Financial Group’s Allspring Income Opportunities Fund EAD Stock Holding History

Baird Financial Group’s Portfolio EAD Stock Details EAD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-19,257
Closed -$119K – 1702
2022
Q3 		$119K Sell
19,257
-11,834
-38% -$80.6K ﹤0.01% 1659
2022
Q2 		$202K Hold
31,091
– – ﹤0.01% 1700
2022
Q1 		$246K Buy
+31,091
New +$253K ﹤0.01% 1693
2021
Q1 		– Sell
-57,104
Closed -$466K – 1690
2020
Q4 		$466K Buy
57,104
+2,112
+4% +$16.2K ﹤0.01% 1248
2020
Q3 		$401K Sell
54,992
-2,175
-4% -$16.1K ﹤0.01% 1225
2020
Q2 		$401K Sell
57,167
-4,053
-7% -$27.8K ﹤0.01% 1204
2020
Q1 		$391K Buy
61,220
+859
+1% +$6.69K ﹤0.01% 1128
2019
Q4 		$508K Buy
+60,361
New +$500K ﹤0.01% 1168
2017
Q3 		– Sell
-125,803
Closed -$1.08M – 1234
2017
Q2 		$1.08M Buy
125,803
+6,961
+6% +$59.7K 0.01% 769
2017
Q1 		$998K Buy
118,842
+69,897
+143% +$592K 0.01% 778
2016
Q4 		$415K Buy
48,945
+1,760
+4% +$14.4K ﹤0.01% 970
2016
Q3 		$394K Buy
+47,185
New +$390K ﹤0.01% 988
2015
Q3 		– Sell
-87,336
Closed -$722K – 1262
2015
Q2 		$722K Buy
+87,336
New +$765K 0.01% 847

Other funds holding EAD

Bramshill Investments
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Sit Investment Associates
Sit Investment Associates Minneapolis, Minnesota $5.22B AUM 5.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Guggenheim Capital
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Shaker Financial Services
Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

Baird Financial Group's EAD Position: Q4 2022 in Review

Baird Financial Group sold out of Allspring Income Opportunities Fund (EAD) in Q4 2022, closing a stake of 19,257 shares — an estimated $119K sold.

Baird Financial Group first reported a position in EAD in Q2 2015 and held it in 13 quarters. The position peaked at $1.08M in Q2 2017. 79 funds tracked by Wall St. Rank hold EAD as of Q4 2022.

  • Baird Financial Group reported no remaining Allspring Income Opportunities Fund position as of Q4 2022 after selling out during the quarter.
  • Baird Financial Group sold 19,257 Allspring Income Opportunities Fund shares in Q4 2022, an estimated $119K.
  • Baird Financial Group first reported a position in Allspring Income Opportunities Fund in Q2 2015 and held it in 13 quarters.
  • Baird Financial Group's Allspring Income Opportunities Fund position peaked at $1.08M in Q2 2017.
  • 79 funds tracked by Wall St. Rank held Allspring Income Opportunities Fund as of Q4 2022.

Based on Baird Financial Group's 13F filing for Q4 2022, filed 13 Feb 2023.