SKK
EAD

Shepherd Kaplan Krochuk’s Allspring Income Opportunities Fund EAD Stock Holding History

Shepherd Kaplan Krochuk’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
-33,690
Closed -$278K – 166
2019
Q2 		$278K Hold
33,690
– – 0.2% 120
2019
Q1 		$265K Buy
+33,690
New +$260K 0.17% 133
2016
Q3 		– Sell
-87,630
Closed -$692K – 378
2016
Q2 		$692K Buy
+87,630
New +$679K 0.17% 79

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

Shepherd Kaplan Krochuk's EAD Position: Q3 2019 in Review

Shepherd Kaplan Krochuk sold out of Allspring Income Opportunities Fund (EAD) in Q3 2019, closing a stake of 33,690 shares — an estimated $278K sold.

Shepherd Kaplan Krochuk first reported a position in EAD in Q2 2016 and held it in 3 quarters. The position peaked at $692K in Q2 2016. 64 funds tracked by Wall St. Rank hold EAD as of Q3 2019.

  • Shepherd Kaplan Krochuk reported no remaining Allspring Income Opportunities Fund position as of Q3 2019 after selling out during the quarter.
  • Shepherd Kaplan Krochuk sold 33,690 Allspring Income Opportunities Fund shares in Q3 2019, an estimated $278K.
  • Shepherd Kaplan Krochuk first reported a position in Allspring Income Opportunities Fund in Q2 2016 and held it in 3 quarters.
  • Shepherd Kaplan Krochuk's Allspring Income Opportunities Fund position peaked at $692K in Q2 2016.
  • 64 funds tracked by Wall St. Rank held Allspring Income Opportunities Fund as of Q3 2019.

Based on Shepherd Kaplan Krochuk's 13F filing for Q3 2019, filed 12 Nov 2019.