TWA
ERC

TCI Wealth Advisors’s Allspring Multi-Sector Income Fund ERC Stock Holding History

TCI Wealth Advisors’s Portfolio ERC Stock Details ERC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-331
Closed -$3.03K – 841
2023
Q1 		$3.03K Buy
+331
New +$3.23K ﹤0.01% 1847

Other funds holding ERC

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

TCI Wealth Advisors's ERC Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Allspring Multi-Sector Income Fund (ERC) in Q2 2023, closing a stake of 331 shares — an estimated $3.03K sold.

TCI Wealth Advisors first reported a position in ERC in Q1 2023 and held it in 1 quarter. The position peaked at $3.03K in Q1 2023. 62 funds tracked by Wall St. Rank hold ERC as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Allspring Multi-Sector Income Fund position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 331 Allspring Multi-Sector Income Fund shares in Q2 2023, an estimated $3.03K.
  • TCI Wealth Advisors first reported a position in Allspring Multi-Sector Income Fund in Q1 2023 and held it in 1 quarter.
  • TCI Wealth Advisors's Allspring Multi-Sector Income Fund position peaked at $3.03K in Q1 2023.
  • 62 funds tracked by Wall St. Rank held Allspring Multi-Sector Income Fund as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.