TFO
EAD

Tarbox Family Office’s Allspring Income Opportunities Fund EAD Stock Holding History

Tarbox Family Office’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
2021
Q4 		– Sell
-7,300
Closed -$64K – 1132
2021
Q3 		$64K Hold
7,300
– – 0.01% 212
2021
Q2 		$64K Buy
+7,300
New +$63.1K 0.01% 214

Other funds holding EAD

BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Tarbox Family Office's EAD Position: Q4 2021 in Review

Tarbox Family Office sold out of Allspring Income Opportunities Fund (EAD) in Q4 2021, closing a stake of 7,300 shares — an estimated $64K sold.

Tarbox Family Office first reported a position in EAD in Q2 2021 and held it in 2 quarters. The position peaked at $64K in Q3 2021. 75 funds tracked by Wall St. Rank hold EAD as of Q4 2021.

  • Tarbox Family Office reported no remaining Allspring Income Opportunities Fund position as of Q4 2021 after selling out during the quarter.
  • Tarbox Family Office sold 7,300 Allspring Income Opportunities Fund shares in Q4 2021, an estimated $64K.
  • Tarbox Family Office first reported a position in Allspring Income Opportunities Fund in Q2 2021 and held it in 2 quarters.
  • Tarbox Family Office's Allspring Income Opportunities Fund position peaked at $64K in Q3 2021.
  • 75 funds tracked by Wall St. Rank held Allspring Income Opportunities Fund as of Q4 2021.

Based on Tarbox Family Office's 13F filing for Q4 2021, filed 6 Jan 2022.