RIA
EAD

Realta Investment Advisors’s Allspring Income Opportunities Fund EAD Stock Holding History

Realta Investment 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
Q3 		– Sell
-2,906
Closed -$24K – 1642
2019
Q2 		$24K Buy
+2,906
New +$23.3K 0.01% 867

Other funds holding EAD

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Realta Investment Advisors's EAD Position: Q3 2019 in Review

Realta Investment Advisors sold out of Allspring Income Opportunities Fund (EAD) in Q3 2019, closing a stake of 2,906 shares — an estimated $24K sold.

Realta Investment Advisors first reported a position in EAD in Q2 2019 and held it in 1 quarter. The position peaked at $24K in Q2 2019. 64 funds tracked by Wall St. Rank hold EAD as of Q3 2019.

  • Realta Investment Advisors reported no remaining Allspring Income Opportunities Fund position as of Q3 2019 after selling out during the quarter.
  • Realta Investment Advisors sold 2,906 Allspring Income Opportunities Fund shares in Q3 2019, an estimated $24K.
  • Realta Investment Advisors first reported a position in Allspring Income Opportunities Fund in Q2 2019 and held it in 1 quarter.
  • Realta Investment Advisors's Allspring Income Opportunities Fund position peaked at $24K in Q2 2019.
  • 64 funds tracked by Wall St. Rank held Allspring Income Opportunities Fund as of Q3 2019.

Based on Realta Investment Advisors's 13F filing for Q3 2019, filed 18 Oct 2019.