WLPWM
EAD

Walled Lake Planning & Wealth Management’s Allspring Income Opportunities Fund EAD Stock Holding History

Walled Lake Planning & Wealth Management’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
2021
Q1 		– Sell
-113
Closed -$1K – 327
2020
Q4 		$1K Sell
113
-108
-49% -$831 ﹤0.01% 298
2020
Q3 		$2K Buy
221
+5
+2% +$37 ﹤0.01% 292
2020
Q2 		$2K Buy
216
+6
+3% +$41 ﹤0.01% 285
2020
Q1 		$1K Buy
+210
New +$1.64K ﹤0.01% 293

Other funds holding EAD

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 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
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 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

Walled Lake Planning & Wealth Management's EAD Position: Q1 2021 in Review

Walled Lake Planning & Wealth Management sold out of Allspring Income Opportunities Fund (EAD) in Q1 2021, closing a stake of 113 shares — an estimated $1K sold.

Walled Lake Planning & Wealth Management first reported a position in EAD in Q1 2020 and held it in 4 quarters. The position peaked at $2K in Q3 2020. 76 funds tracked by Wall St. Rank hold EAD as of Q1 2021.

  • Walled Lake Planning & Wealth Management reported no remaining Allspring Income Opportunities Fund position as of Q1 2021 after selling out during the quarter.
  • Walled Lake Planning & Wealth Management sold 113 Allspring Income Opportunities Fund shares in Q1 2021, an estimated $1K.
  • Walled Lake Planning & Wealth Management first reported a position in Allspring Income Opportunities Fund in Q1 2020 and held it in 4 quarters.
  • Walled Lake Planning & Wealth Management's Allspring Income Opportunities Fund position peaked at $2K in Q3 2020.
  • 76 funds tracked by Wall St. Rank held Allspring Income Opportunities Fund as of Q1 2021.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.