GWS
EAD

Glassman Wealth Services’s Allspring Income Opportunities Fund EAD Stock Holding History

Glassman Wealth Services’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
2016
Q4 		– Sell
-1,400
Closed -$12K – 636
2016
Q3 		$12K Buy
+1,400
New +$11.6K 0.01% 274

Other funds holding EAD

TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VIA
Vident Investment Advisory Alpharetta, Georgia $2.9B AUM 24.67% 1-Year Est. Return

Glassman Wealth Services's EAD Position: Q4 2016 in Review

Glassman Wealth Services sold out of Allspring Income Opportunities Fund (EAD) in Q4 2016, closing a stake of 1,400 shares — an estimated $12K sold.

Glassman Wealth Services first reported a position in EAD in Q3 2016 and held it in 1 quarter. The position peaked at $12K in Q3 2016. 66 funds tracked by Wall St. Rank hold EAD as of Q4 2016.

  • Glassman Wealth Services reported no remaining Allspring Income Opportunities Fund position as of Q4 2016 after selling out during the quarter.
  • Glassman Wealth Services sold 1,400 Allspring Income Opportunities Fund shares in Q4 2016, an estimated $12K.
  • Glassman Wealth Services first reported a position in Allspring Income Opportunities Fund in Q3 2016 and held it in 1 quarter.
  • Glassman Wealth Services's Allspring Income Opportunities Fund position peaked at $12K in Q3 2016.
  • 66 funds tracked by Wall St. Rank held Allspring Income Opportunities Fund as of Q4 2016.

Based on Glassman Wealth Services's 13F filing for Q4 2016, filed 14 Feb 2017.