IE
ERH

Israel Englander’s Allspring Utilities & High Income Fund ERH Stock Holding History

Israel Englander’s Portfolio ERH Stock Details ERH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-12,542
Closed -$161K – 6068
2020
Q4 		$161K Buy
+12,542
New +$157K ﹤0.01% 4920

Other funds holding ERH

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BA
Bridge Advisory Pasadena, California $210M AUM 21.75% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
MAFM
Mid Atlantic Financial Management Pittsburgh, Pennsylvania $1.49B AUM 24.08% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
PA
PSI Advisors Tampa, Florida $430M AUM 23.45% 1-Year Est. Return

Israel Englander's ERH Position: Q1 2021 in Review

Israel Englander sold out of Allspring Utilities & High Income Fund (ERH) in Q1 2021, closing a stake of 12,542 shares — an estimated $161K sold.

Israel Englander first reported a position in ERH in Q4 2020 and held it in 1 quarter. The position peaked at $161K in Q4 2020. 22 funds tracked by Wall St. Rank hold ERH as of Q1 2021.

  • Israel Englander reported no remaining Allspring Utilities & High Income Fund position as of Q1 2021 after selling out during the quarter.
  • Israel Englander sold 12,542 Allspring Utilities & High Income Fund shares in Q1 2021, an estimated $161K.
  • Israel Englander first reported a position in Allspring Utilities & High Income Fund in Q4 2020 and held it in 1 quarter.
  • Israel Englander's Allspring Utilities & High Income Fund position peaked at $161K in Q4 2020.
  • 22 funds tracked by Wall St. Rank held Allspring Utilities & High Income Fund as of Q1 2021.

Based on Millennium Management's 13F filing for Q1 2021, filed 17 May 2021.