DWM
EOD

Doyle Wealth Management’s Allspring Global Dividend Opportunity Fund EOD Stock Holding History

Doyle Wealth Management’s Portfolio EOD Stock Details EOD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-750
Closed -$4K – 355
2019
Q2 		$4K Buy
+750
New +$4.03K ﹤0.01% 748
2019
Q1 		– Sell
-1,750
Closed -$8K – 342
2018
Q4 		$8K Buy
+1,750
New +$8.86K ﹤0.01% 657

Other funds holding EOD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Doyle Wealth Management's EOD Position: Q3 2019 in Review

Doyle Wealth Management sold out of Allspring Global Dividend Opportunity Fund (EOD) in Q3 2019, closing a stake of 750 shares — an estimated $4K sold.

Doyle Wealth Management first reported a position in EOD in Q4 2018 and held it in 2 quarters. The position peaked at $8K in Q4 2018. 44 funds tracked by Wall St. Rank hold EOD as of Q3 2019.

  • Doyle Wealth Management reported no remaining Allspring Global Dividend Opportunity Fund position as of Q3 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 750 Allspring Global Dividend Opportunity Fund shares in Q3 2019, an estimated $4K.
  • Doyle Wealth Management first reported a position in Allspring Global Dividend Opportunity Fund in Q4 2018 and held it in 2 quarters.
  • Doyle Wealth Management's Allspring Global Dividend Opportunity Fund position peaked at $8K in Q4 2018.
  • 44 funds tracked by Wall St. Rank held Allspring Global Dividend Opportunity Fund as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.