SFS
EOD

Sowell Financial Services’s Allspring Global Dividend Opportunity Fund EOD Stock Holding History

Sowell Financial Services’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
Q2 		– Sell
-7
Closed – – 2513
2020
Q1 		$0 Sell
7
-58
-89% -$295 ﹤0.01% 2491
2019
Q4 		$0 Sell
65
-22
-25% -$121 ﹤0.01% 2545
2019
Q3 		$0 Buy
+87
New +$472 ﹤0.01% 2402

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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Sowell Financial Services's EOD Position: Q2 2020 in Review

Sowell Financial Services sold out of Allspring Global Dividend Opportunity Fund (EOD) in Q2 2020, closing a stake of 7 shares.

Sowell Financial Services first reported a position in EOD in Q3 2019 and held it in 3 quarters. The position peaked at $0 in Q1 2020. 35 funds tracked by Wall St. Rank hold EOD as of Q2 2020.

  • Sowell Financial Services reported no remaining Allspring Global Dividend Opportunity Fund position as of Q2 2020 after selling out during the quarter.
  • Sowell Financial Services sold 7 Allspring Global Dividend Opportunity Fund shares in Q2 2020.
  • Sowell Financial Services first reported a position in Allspring Global Dividend Opportunity Fund in Q3 2019 and held it in 3 quarters.
  • Sowell Financial Services's Allspring Global Dividend Opportunity Fund position peaked at $0 in Q1 2020.
  • 35 funds tracked by Wall St. Rank held Allspring Global Dividend Opportunity Fund as of Q2 2020.

Based on Sowell Financial Services's 13F filing for Q2 2020, filed 13 Aug 2020.