David J. Yvars Group’s Allspring Multi-Sector Income Fund ERC Stock Holding History

David J. Yvars Group’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
2022 Q1	–	Sell	-13,355	Closed	-$177K	–	86
2021 Q4	$177K	Hold	13,355	–	–	0.11%	79
2021 Q3	$181K	Hold	13,355	–	–	0.11%	81
2021 Q2	$172K	Hold	13,355	–	–	0.1%	85
2021 Q1	$166K	Hold	13,355	–	–	0.11%	81
2020 Q4	$161K	Buy	+13,355	New	+$154K	0.11%	79

Other funds holding ERC

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

SFS

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

David J. Yvars Group's ERC Position: Q1 2022 in Review

David J. Yvars Group sold out of Allspring Multi-Sector Income Fund (ERC) in Q1 2022, closing a stake of 13,355 shares — an estimated $177K sold.

David J. Yvars Group first reported a position in ERC in Q4 2020 and held it in 5 quarters. The position peaked at $181K in Q3 2021. 56 funds tracked by Wall St. Rank hold ERC as of Q1 2022.

David J. Yvars Group reported no remaining Allspring Multi-Sector Income Fund position as of Q1 2022 after selling out during the quarter.
David J. Yvars Group sold 13,355 Allspring Multi-Sector Income Fund shares in Q1 2022, an estimated $177K.
David J. Yvars Group first reported a position in Allspring Multi-Sector Income Fund in Q4 2020 and held it in 5 quarters.
David J. Yvars Group's Allspring Multi-Sector Income Fund position peaked at $181K in Q3 2021.
56 funds tracked by Wall St. Rank held Allspring Multi-Sector Income Fund as of Q1 2022.

Based on David J. Yvars Group's 13F filing for Q1 2022, filed 21 Apr 2022.