GJWM
ERC

Gilliland Jeter Wealth Management’s Allspring Multi-Sector Income Fund ERC Stock Holding History

Gilliland Jeter Wealth 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
2024
Q4 		– Sell
-5,756
Closed -$55.1K – 314
2024
Q3 		$55.1K Buy
5,756
+104
+2% +$961 0.02% 289
2024
Q2 		$50.8K Buy
5,652
+102
+2% +$920 0.02% 290
2024
Q1 		$51.8K Buy
+5,550
New +$52.2K 0.02% 286

Other funds holding ERC

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
GA
GraniteShares Advisors New York $139M AUM 0.56% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Gilliland Jeter Wealth Management's ERC Position: Q4 2024 in Review

Gilliland Jeter Wealth Management sold out of Allspring Multi-Sector Income Fund (ERC) in Q4 2024, closing a stake of 5,756 shares — an estimated $55.1K sold.

Gilliland Jeter Wealth Management first reported a position in ERC in Q1 2024 and held it in 3 quarters. The position peaked at $55.1K in Q3 2024. 71 funds tracked by Wall St. Rank hold ERC as of Q4 2024.

  • Gilliland Jeter Wealth Management reported no remaining Allspring Multi-Sector Income Fund position as of Q4 2024 after selling out during the quarter.
  • Gilliland Jeter Wealth Management sold 5,756 Allspring Multi-Sector Income Fund shares in Q4 2024, an estimated $55.1K.
  • Gilliland Jeter Wealth Management first reported a position in Allspring Multi-Sector Income Fund in Q1 2024 and held it in 3 quarters.
  • Gilliland Jeter Wealth Management's Allspring Multi-Sector Income Fund position peaked at $55.1K in Q3 2024.
  • 71 funds tracked by Wall St. Rank held Allspring Multi-Sector Income Fund as of Q4 2024.

Based on Gilliland Jeter Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.