LWM
ERC

Liberty Wealth Management’s Allspring Multi-Sector Income Fund ERC Stock Holding History

Liberty Wealth Management’s Portfolio ERC Stock Details ERC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-343
Closed -$3K – 886
2020
Q1 		$3K Buy
+343
New +$4.08K ﹤0.01% 667

Other funds holding ERC

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
NL
NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Liberty Wealth Management's ERC Position: Q2 2020 in Review

Liberty Wealth Management sold out of Allspring Multi-Sector Income Fund (ERC) in Q2 2020, closing a stake of 343 shares — an estimated $3K sold.

Liberty Wealth Management first reported a position in ERC in Q1 2020 and held it in 1 quarter. The position peaked at $3K in Q1 2020. 54 funds tracked by Wall St. Rank hold ERC as of Q2 2020.

  • Liberty Wealth Management reported no remaining Allspring Multi-Sector Income Fund position as of Q2 2020 after selling out during the quarter.
  • Liberty Wealth Management sold 343 Allspring Multi-Sector Income Fund shares in Q2 2020, an estimated $3K.
  • Liberty Wealth Management first reported a position in Allspring Multi-Sector Income Fund in Q1 2020 and held it in 1 quarter.
  • Liberty Wealth Management's Allspring Multi-Sector Income Fund position peaked at $3K in Q1 2020.
  • 54 funds tracked by Wall St. Rank held Allspring Multi-Sector Income Fund as of Q2 2020.

Based on Liberty Wealth Management's 13F filing for Q2 2020, filed 4 Aug 2020.