WP
ERH

WealthShield Partners’s Allspring Utilities & High Income Fund ERH Stock Holding History

WealthShield Partners’s Portfolio ERH Stock Details ERH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-40,526
Closed -$487K – 311
2020
Q3 		$487K Buy
+40,526
New +$516K 0.17% 134

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WealthShield Partners's ERH Position: Q4 2020 in Review

WealthShield Partners sold out of Allspring Utilities & High Income Fund (ERH) in Q4 2020, closing a stake of 40,526 shares — an estimated $487K sold.

WealthShield Partners first reported a position in ERH in Q3 2020 and held it in 1 quarter. The position peaked at $487K in Q3 2020. 25 funds tracked by Wall St. Rank hold ERH as of Q4 2020.

  • WealthShield Partners reported no remaining Allspring Utilities & High Income Fund position as of Q4 2020 after selling out during the quarter.
  • WealthShield Partners sold 40,526 Allspring Utilities & High Income Fund shares in Q4 2020, an estimated $487K.
  • WealthShield Partners first reported a position in Allspring Utilities & High Income Fund in Q3 2020 and held it in 1 quarter.
  • WealthShield Partners's Allspring Utilities & High Income Fund position peaked at $487K in Q3 2020.
  • 25 funds tracked by Wall St. Rank held Allspring Utilities & High Income Fund as of Q4 2020.

Based on WealthShield Partners's 13F filing for Q4 2020, filed 16 Feb 2021.