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Horizon Financial Services’s Allspring Income Opportunities Fund EAD Stock Holding History

Horizon Financial 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
2021
Q4 		– Sell
-600
Closed -$5K – 132
2021
Q3 		$5K Buy
+600
New +$5.36K ﹤0.01% 117

Other funds holding EAD

BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Horizon Financial Services's EAD Position: Q4 2021 in Review

Horizon Financial Services sold out of Allspring Income Opportunities Fund (EAD) in Q4 2021, closing a stake of 600 shares — an estimated $5K sold.

Horizon Financial Services first reported a position in EAD in Q3 2021 and held it in 1 quarter. The position peaked at $5K in Q3 2021. 75 funds tracked by Wall St. Rank hold EAD as of Q4 2021.

  • Horizon Financial Services reported no remaining Allspring Income Opportunities Fund position as of Q4 2021 after selling out during the quarter.
  • Horizon Financial Services sold 600 Allspring Income Opportunities Fund shares in Q4 2021, an estimated $5K.
  • Horizon Financial Services first reported a position in Allspring Income Opportunities Fund in Q3 2021 and held it in 1 quarter.
  • Horizon Financial Services's Allspring Income Opportunities Fund position peaked at $5K in Q3 2021.
  • 75 funds tracked by Wall St. Rank held Allspring Income Opportunities Fund as of Q4 2021.

Based on Horizon Financial Services's 13F filing for Q4 2021, filed 31 Jan 2022.