UCFA
EAD

United Capital Financial Advisors’s Allspring Income Opportunities Fund EAD Stock Holding History

United Capital Financial Advisors’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
2015
Q4 		– Sell
-10,400
Closed -$79K – 1228
2015
Q3 		$79K Hold
10,400
– – ﹤0.01% 1219
2015
Q2 		$86K Buy
+10,400
New +$91.1K ﹤0.01% 1233

Other funds holding EAD

TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

United Capital Financial Advisors's EAD Position: Q4 2015 in Review

United Capital Financial Advisors sold out of Allspring Income Opportunities Fund (EAD) in Q4 2015, closing a stake of 10,400 shares — an estimated $79K sold.

United Capital Financial Advisors first reported a position in EAD in Q2 2015 and held it in 2 quarters. The position peaked at $86K in Q2 2015. 61 funds tracked by Wall St. Rank hold EAD as of Q4 2015.

  • United Capital Financial Advisors reported no remaining Allspring Income Opportunities Fund position as of Q4 2015 after selling out during the quarter.
  • United Capital Financial Advisors sold 10,400 Allspring Income Opportunities Fund shares in Q4 2015, an estimated $79K.
  • United Capital Financial Advisors first reported a position in Allspring Income Opportunities Fund in Q2 2015 and held it in 2 quarters.
  • United Capital Financial Advisors's Allspring Income Opportunities Fund position peaked at $86K in Q2 2015.
  • 61 funds tracked by Wall St. Rank held Allspring Income Opportunities Fund as of Q4 2015.

Based on United Capital Financial Advisors's 13F filing for Q4 2015, filed 11 Feb 2016.