RCM
EAD

Raleigh Capital Management’s Allspring Income Opportunities Fund EAD Stock Holding History

Raleigh Capital Management’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
2023
Q3 		– Sell
-1,220
Closed -$7.87K – 977
2023
Q2 		$7.87K Hold
1,220
– – ﹤0.01% 540
2023
Q1 		$7.72K Hold
1,220
– – ﹤0.01% 554
2022
Q4 		$7.79K Buy
1,220
+120
+11% +$779 ﹤0.01% 482
2022
Q3 		$7K Hold
1,100
– – ﹤0.01% 427
2022
Q2 		$7K Hold
1,100
– – ﹤0.01% 401
2022
Q1 		$9K Buy
+1,100
New +$8.94K ﹤0.01% 393

Other funds holding EAD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raleigh Capital Management's EAD Position: Q3 2023 in Review

Raleigh Capital Management sold out of Allspring Income Opportunities Fund (EAD) in Q3 2023, closing a stake of 1,220 shares — an estimated $7.87K sold.

Raleigh Capital Management first reported a position in EAD in Q1 2022 and held it in 6 quarters. The position peaked at $9K in Q1 2022. 76 funds tracked by Wall St. Rank hold EAD as of Q3 2023.

  • Raleigh Capital Management reported no remaining Allspring Income Opportunities Fund position as of Q3 2023 after selling out during the quarter.
  • Raleigh Capital Management sold 1,220 Allspring Income Opportunities Fund shares in Q3 2023, an estimated $7.87K.
  • Raleigh Capital Management first reported a position in Allspring Income Opportunities Fund in Q1 2022 and held it in 6 quarters.
  • Raleigh Capital Management's Allspring Income Opportunities Fund position peaked at $9K in Q1 2022.
  • 76 funds tracked by Wall St. Rank held Allspring Income Opportunities Fund as of Q3 2023.

Based on Raleigh Capital Management's 13F filing for Q3 2023, filed 6 Dec 2023.