Stifel Financial
EAD

Stifel Financial’s Allspring Income Opportunities Fund EAD Stock Holding History

Stifel Financial’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
2017
Q1 		– Sell
-11,973
Closed -$103K – 2553
2016
Q4 		$103K Sell
11,973
-1,153
-9% -$9.42K ﹤0.01% 2363
2016
Q3 		$111K Sell
13,126
-5,615
-30% -$46.4K ﹤0.01% 2280
2016
Q2 		$148K Buy
+18,741
New +$145K ﹤0.01% 2325

Other funds holding EAD

TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
VIA
Vident Investment Advisory Alpharetta, Georgia $2.9B AUM 24.67% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Stifel Financial's EAD Position: Q1 2017 in Review

Stifel Financial sold out of Allspring Income Opportunities Fund (EAD) in Q1 2017, closing a stake of 11,973 shares — an estimated $103K sold.

Stifel Financial first reported a position in EAD in Q2 2016 and held it in 3 quarters. The position peaked at $148K in Q2 2016. 58 funds tracked by Wall St. Rank hold EAD as of Q1 2017.

  • Stifel Financial reported no remaining Allspring Income Opportunities Fund position as of Q1 2017 after selling out during the quarter.
  • Stifel Financial sold 11,973 Allspring Income Opportunities Fund shares in Q1 2017, an estimated $103K.
  • Stifel Financial first reported a position in Allspring Income Opportunities Fund in Q2 2016 and held it in 3 quarters.
  • Stifel Financial's Allspring Income Opportunities Fund position peaked at $148K in Q2 2016.
  • 58 funds tracked by Wall St. Rank held Allspring Income Opportunities Fund as of Q1 2017.

Based on Stifel Financial's 13F filing for Q1 2017, filed 10 May 2017.