NNP
ERH

Nachman Norwood & Parrott’s Allspring Utilities & High Income Fund ERH Stock Holding History

Nachman Norwood & Parrott’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
2020
Q4 		– Sell
-1,219
Closed -$15K – 490
2020
Q3 		$15K Buy
+1,219
New +$15.5K ﹤0.01% 675

Other funds holding ERH

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BA
Bridge Advisory Pasadena, California $210M AUM 21.75% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
PA
PSI Advisors Tampa, Florida $418M AUM 15.55% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Nachman Norwood & Parrott's ERH Position: Q4 2020 in Review

Nachman Norwood & Parrott sold out of Allspring Utilities & High Income Fund (ERH) in Q4 2020, closing a stake of 1,219 shares — an estimated $15K sold.

Nachman Norwood & Parrott first reported a position in ERH in Q3 2020 and held it in 1 quarter. The position peaked at $15K in Q3 2020. 25 funds tracked by Wall St. Rank hold ERH as of Q4 2020.

  • Nachman Norwood & Parrott reported no remaining Allspring Utilities & High Income Fund position as of Q4 2020 after selling out during the quarter.
  • Nachman Norwood & Parrott sold 1,219 Allspring Utilities & High Income Fund shares in Q4 2020, an estimated $15K.
  • Nachman Norwood & Parrott first reported a position in Allspring Utilities & High Income Fund in Q3 2020 and held it in 1 quarter.
  • Nachman Norwood & Parrott's Allspring Utilities & High Income Fund position peaked at $15K in Q3 2020.
  • 25 funds tracked by Wall St. Rank held Allspring Utilities & High Income Fund as of Q4 2020.

Based on Nachman Norwood & Parrott's 13F filing for Q4 2020, filed 19 Jan 2021.