GWMIA
EOD

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

Global Wealth Management Investment Advisory’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
Q4 		– Sell
-1,061
Closed -$6K – 644
2019
Q3 		$6K Buy
+1,061
New +$5.75K ﹤0.01% 380

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Global Wealth Management Investment Advisory's EOD Position: Q4 2019 in Review

Global Wealth Management Investment Advisory sold out of Allspring Global Dividend Opportunity Fund (EOD) in Q4 2019, closing a stake of 1,061 shares — an estimated $6K sold.

Global Wealth Management Investment Advisory first reported a position in EOD in Q3 2019 and held it in 1 quarter. The position peaked at $6K in Q3 2019. 44 funds tracked by Wall St. Rank hold EOD as of Q4 2019.

  • Global Wealth Management Investment Advisory reported no remaining Allspring Global Dividend Opportunity Fund position as of Q4 2019 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 1,061 Allspring Global Dividend Opportunity Fund shares in Q4 2019, an estimated $6K.
  • Global Wealth Management Investment Advisory first reported a position in Allspring Global Dividend Opportunity Fund in Q3 2019 and held it in 1 quarter.
  • Global Wealth Management Investment Advisory's Allspring Global Dividend Opportunity Fund position peaked at $6K in Q3 2019.
  • 44 funds tracked by Wall St. Rank held Allspring Global Dividend Opportunity Fund as of Q4 2019.

Based on Global Wealth Management Investment Advisory's 13F filing for Q4 2019, filed 14 Feb 2020.