PMFA
EAD

Plante Moran Financial Advisors’s Allspring Income Opportunities Fund EAD Stock Holding History

Plante Moran Financial 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
2014
Q4 		– Sell
-18,200
Closed -$165K – 816
2014
Q3 		$165K Buy
+18,200
New +$169K 0.14% 113

Other funds holding EAD

SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Plante Moran Financial Advisors's EAD Position: Q4 2014 in Review

Plante Moran Financial Advisors sold out of Allspring Income Opportunities Fund (EAD) in Q4 2014, closing a stake of 18,200 shares — an estimated $165K sold.

Plante Moran Financial Advisors first reported a position in EAD in Q3 2014 and held it in 1 quarter. The position peaked at $165K in Q3 2014. 66 funds tracked by Wall St. Rank hold EAD as of Q4 2014.

  • Plante Moran Financial Advisors reported no remaining Allspring Income Opportunities Fund position as of Q4 2014 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 18,200 Allspring Income Opportunities Fund shares in Q4 2014, an estimated $165K.
  • Plante Moran Financial Advisors first reported a position in Allspring Income Opportunities Fund in Q3 2014 and held it in 1 quarter.
  • Plante Moran Financial Advisors's Allspring Income Opportunities Fund position peaked at $165K in Q3 2014.
  • 66 funds tracked by Wall St. Rank held Allspring Income Opportunities Fund as of Q4 2014.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2014, filed 27 Jan 2015.