JA
EAD

JOYN Advisors’s Allspring Income Opportunities Fund EAD Stock Holding History

JOYN Advisors’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
2019
Q1 		– Sell
-3
Closed – – 467
2018
Q4 		$0 Hold
3
– – ﹤0.01% 1781
2018
Q3 		$0 Hold
3
– – ﹤0.01% 1776
2018
Q2 		$0 Buy
+3
New +$24 ﹤0.01% 1764

Other funds holding EAD

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
VIA
Vident Investment Advisory Alpharetta, Georgia $2.9B AUM 24.67% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

JOYN Advisors's EAD Position: Q1 2019 in Review

JOYN Advisors sold out of Allspring Income Opportunities Fund (EAD) in Q1 2019, closing a stake of 3 shares.

JOYN Advisors first reported a position in EAD in Q2 2018 and held it in 3 quarters. The position peaked at $0 in Q4 2018. 68 funds tracked by Wall St. Rank hold EAD as of Q1 2019.

  • JOYN Advisors reported no remaining Allspring Income Opportunities Fund position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 3 Allspring Income Opportunities Fund shares in Q1 2019.
  • JOYN Advisors first reported a position in Allspring Income Opportunities Fund in Q2 2018 and held it in 3 quarters.
  • JOYN Advisors's Allspring Income Opportunities Fund position peaked at $0 in Q4 2018.
  • 68 funds tracked by Wall St. Rank held Allspring Income Opportunities Fund as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.