Truist Financial
EAD

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

Truist 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
2020
Q4 		– Sell
-10,474
Closed -$77K – 2569
2020
Q3 		$77K Sell
10,474
-300
-3% -$2.22K ﹤0.01% 2376
2020
Q2 		$76K Buy
+10,774
New +$73.9K ﹤0.01% 2313
2020
Q1 		– Sell
-16,145
Closed -$136K – 2418
2019
Q4 		$136K Buy
+16,145
New +$134K ﹤0.01% 2399
2015
Q2 		– Sell
-11,737
Closed -$103K – 830
2015
Q1 		$103K Buy
+11,737
New +$104K ﹤0.01% 781

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
SCM
Saba Capital Management New York $3.62B AUM 13% 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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Truist Financial's EAD Position: Q4 2020 in Review

Truist Financial sold out of Allspring Income Opportunities Fund (EAD) in Q4 2020, closing a stake of 10,474 shares — an estimated $77K sold.

Truist Financial first reported a position in EAD in Q1 2015 and held it in 4 quarters. The position peaked at $136K in Q4 2019. 68 funds tracked by Wall St. Rank hold EAD as of Q4 2020.

  • Truist Financial reported no remaining Allspring Income Opportunities Fund position as of Q4 2020 after selling out during the quarter.
  • Truist Financial sold 10,474 Allspring Income Opportunities Fund shares in Q4 2020, an estimated $77K.
  • Truist Financial first reported a position in Allspring Income Opportunities Fund in Q1 2015 and held it in 4 quarters.
  • Truist Financial's Allspring Income Opportunities Fund position peaked at $136K in Q4 2019.
  • 68 funds tracked by Wall St. Rank held Allspring Income Opportunities Fund as of Q4 2020.

Based on Truist Financial's 13F filing for Q4 2020, filed 18 Feb 2021.