RWA
EOD

Ropes Wealth Advisors’s Allspring Global Dividend Opportunity Fund EOD Stock Holding History

Ropes Wealth Advisors’s Portfolio EOD Stock Details EOD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-1,000
Closed -$4K – 830
2020
Q3 		$4K Buy
+1,000
New +$4.43K ﹤0.01% 568

Other funds holding EOD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ropes Wealth Advisors's EOD Position: Q4 2020 in Review

Ropes Wealth Advisors sold out of Allspring Global Dividend Opportunity Fund (EOD) in Q4 2020, closing a stake of 1,000 shares — an estimated $4K sold.

Ropes Wealth Advisors first reported a position in EOD in Q3 2020 and held it in 1 quarter. The position peaked at $4K in Q3 2020. 59 funds tracked by Wall St. Rank hold EOD as of Q4 2020.

  • Ropes Wealth Advisors reported no remaining Allspring Global Dividend Opportunity Fund position as of Q4 2020 after selling out during the quarter.
  • Ropes Wealth Advisors sold 1,000 Allspring Global Dividend Opportunity Fund shares in Q4 2020, an estimated $4K.
  • Ropes Wealth Advisors first reported a position in Allspring Global Dividend Opportunity Fund in Q3 2020 and held it in 1 quarter.
  • Ropes Wealth Advisors's Allspring Global Dividend Opportunity Fund position peaked at $4K in Q3 2020.
  • 59 funds tracked by Wall St. Rank held Allspring Global Dividend Opportunity Fund as of Q4 2020.

Based on Ropes Wealth Advisors's 13F filing for Q4 2020, filed 5 Feb 2021.