TC
EAD

Telemus Capital’s Allspring Income Opportunities Fund EAD Stock Holding History

Telemus Capital’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
Q2 		– Sell
-13,500
Closed -$113K – 349
2017
Q1 		$113K Hold
13,500
– – 0.01% 331
2016
Q4 		$114K Sell
13,500
-83,100
-86% -$679K 0.02% 302
2016
Q3 		$808K Hold
96,600
– – 0.09% 164
2016
Q2 		$763K Hold
96,600
– – 0.09% 168
2016
Q1 		$731K Buy
+96,600
New +$693K 0.12% 157

Other funds holding EAD

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
VIA
Vident Investment Advisory Alpharetta, Georgia $2.9B AUM 24.67% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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

Telemus Capital's EAD Position: Q2 2017 in Review

Telemus Capital sold out of Allspring Income Opportunities Fund (EAD) in Q2 2017, closing a stake of 13,500 shares — an estimated $113K sold.

Telemus Capital first reported a position in EAD in Q1 2016 and held it in 5 quarters. The position peaked at $808K in Q3 2016. 51 funds tracked by Wall St. Rank hold EAD as of Q2 2017.

  • Telemus Capital reported no remaining Allspring Income Opportunities Fund position as of Q2 2017 after selling out during the quarter.
  • Telemus Capital sold 13,500 Allspring Income Opportunities Fund shares in Q2 2017, an estimated $113K.
  • Telemus Capital first reported a position in Allspring Income Opportunities Fund in Q1 2016 and held it in 5 quarters.
  • Telemus Capital's Allspring Income Opportunities Fund position peaked at $808K in Q3 2016.
  • 51 funds tracked by Wall St. Rank held Allspring Income Opportunities Fund as of Q2 2017.

Based on Telemus Capital's 13F filing for Q2 2017, filed 31 Jul 2017.