SPIA
ERH

Steward Partners Investment Advisory’s Allspring Utilities & High Income Fund ERH Stock Holding History

Steward Partners Investment Advisory’s Portfolio ERH Stock Details ERH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-218
Closed -$2.83K – 7181
2021
Q1 		$2.83K Buy
+218
New +$2.78K ﹤0.01% 3155

Other funds holding ERH

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BA
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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
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
MAFM
Mid Atlantic Financial Management Pittsburgh, Pennsylvania $1.49B AUM 24.08% 1-Year Est. Return
CHC
City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return

Steward Partners Investment Advisory's ERH Position: Q2 2021 in Review

Steward Partners Investment Advisory sold out of Allspring Utilities & High Income Fund (ERH) in Q2 2021, closing a stake of 218 shares — an estimated $2.83K sold.

Steward Partners Investment Advisory first reported a position in ERH in Q1 2021 and held it in 1 quarter. The position peaked at $2.83K in Q1 2021. 20 funds tracked by Wall St. Rank hold ERH as of Q2 2021.

  • Steward Partners Investment Advisory reported no remaining Allspring Utilities & High Income Fund position as of Q2 2021 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 218 Allspring Utilities & High Income Fund shares in Q2 2021, an estimated $2.83K.
  • Steward Partners Investment Advisory first reported a position in Allspring Utilities & High Income Fund in Q1 2021 and held it in 1 quarter.
  • Steward Partners Investment Advisory's Allspring Utilities & High Income Fund position peaked at $2.83K in Q1 2021.
  • 20 funds tracked by Wall St. Rank held Allspring Utilities & High Income Fund as of Q2 2021.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2021, filed 13 Aug 2021.