TCM
ERC

TD Capital Management’s Allspring Multi-Sector Income Fund ERC Stock Holding History

TD Capital Management’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
Q1 		– Sell
-2
Closed -$20 – 415
2022
Q4 		$20 Hold
2
– – ﹤0.01% 383
2022
Q3 		$0 Buy
+2
New +$19 ﹤0.01% 361
2022
Q1 		– Sell
-2
Closed – – 179
2021
Q4 		$0 Hold
2
– – ﹤0.01% 382
2021
Q3 		$0 Hold
2
– – ﹤0.01% 368
2021
Q2 		$0 Hold
2
– – ﹤0.01% 348
2021
Q1 		$0 Hold
2
– – ﹤0.01% 326
2020
Q4 		$0 Hold
2
– – ﹤0.01% 290
2020
Q3 		$0 Hold
2
– – ﹤0.01% 278
2020
Q2 		$0 Hold
2
– – ﹤0.01% 272
2020
Q1 		$0 Hold
2
– – ﹤0.01% 257
2019
Q4 		$0 Hold
2
– – ﹤0.01% 263
2019
Q3 		$0 Hold
2
– – ﹤0.01% 269
2019
Q2 		$0 Hold
2
– – ﹤0.01% 259
2019
Q1 		$0 Hold
2
– – ﹤0.01% 216
2018
Q4 		$0 Hold
2
– – ﹤0.01% 216
2018
Q3 		$0 Hold
2
– – ﹤0.01% 197
2018
Q2 		$0 Hold
2
– – ﹤0.01% 183
2018
Q1 		$0 Hold
2
– – ﹤0.01% 189
2017
Q4 		$0 Hold
2
– – ﹤0.01% 204
2017
Q3 		$0 Sell
2
-5
-71% -$67 ﹤0.01% 262
2017
Q2 		$0 Buy
7
+1
+17% +$13 ﹤0.01% 173
2017
Q1 		$0 Hold
6
– – ﹤0.01% 177
2016
Q4 		$0 Hold
6
– – ﹤0.01% 179
2016
Q3 		$0 Hold
6
– – ﹤0.01% 162
2016
Q2 		$0 Hold
6
– – ﹤0.01% 167
2016
Q1 		$0 Hold
6
– – ﹤0.01% 142
2015
Q4 		$0 Hold
6
– – ﹤0.01% 140
2015
Q3 		$0 Hold
6
– – ﹤0.01% 147
2015
Q2 		$0 Hold
6
– – ﹤0.01% 155
2015
Q1 		$0 Hold
6
– – ﹤0.01% 148
2014
Q4 		$0 Hold
6
– – ﹤0.01% 153
2014
Q3 		$0 Sell
6
-684
-99% -$9.96K ﹤0.01% 155
2014
Q2 		$10K Buy
+690
New +$10.2K ﹤0.01% 124

Other funds holding ERC

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

TD Capital Management's ERC Position: Q1 2023 in Review

TD Capital Management sold out of Allspring Multi-Sector Income Fund (ERC) in Q1 2023, closing a stake of 2 shares — an estimated $20 sold.

TD Capital Management first reported a position in ERC in Q2 2014 and held it in 33 quarters. The position peaked at $10K in Q2 2014. 57 funds tracked by Wall St. Rank hold ERC as of Q1 2023.

  • TD Capital Management reported no remaining Allspring Multi-Sector Income Fund position as of Q1 2023 after selling out during the quarter.
  • TD Capital Management sold 2 Allspring Multi-Sector Income Fund shares in Q1 2023, an estimated $20.
  • TD Capital Management first reported a position in Allspring Multi-Sector Income Fund in Q2 2014 and held it in 33 quarters.
  • TD Capital Management's Allspring Multi-Sector Income Fund position peaked at $10K in Q2 2014.
  • 57 funds tracked by Wall St. Rank held Allspring Multi-Sector Income Fund as of Q1 2023.

Based on TD Capital Management's 13F filing for Q1 2023, filed 2 May 2023.