WA
EAD

WFG Advisors’s Allspring Income Opportunities Fund EAD Stock Holding History

WFG 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
2016
Q1 		– Sell
-12
Closed – – 1557
2015
Q4 		$0 Hold
12
– – ﹤0.01% 1588
2015
Q3 		$0 Hold
12
– – ﹤0.01% 1629
2015
Q2 		$0 Sell
12
-1,057
-99% -$9.26K ﹤0.01% 1693
2015
Q1 		$9K Sell
1,069
-143
-12% -$1.27K ﹤0.01% 1229
2014
Q4 		$11K Hold
1,212
– – ﹤0.01% 1411
2014
Q3 		$11K Hold
1,212
– – ﹤0.01% 1460
2014
Q2 		$12K Sell
1,212
-304
-20% -$2.89K ﹤0.01% 1421
2014
Q1 		$14K Hold
1,516
– – ﹤0.01% 1373
2013
Q4 		$14K Hold
1,516
– – ﹤0.01% 1475
2013
Q3 		$14K Hold
1,516
– – ﹤0.01% 1393
2013
Q2 		$14K Buy
+1,516
New +$15.1K ﹤0.01% 1341

Other funds holding EAD

TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
LCM
Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WFG Advisors's EAD Position: Q1 2016 in Review

WFG Advisors sold out of Allspring Income Opportunities Fund (EAD) in Q1 2016, closing a stake of 12 shares.

WFG Advisors first reported a position in EAD in Q2 2013 and held it in 11 quarters. The position peaked at $14K in Q1 2014. 56 funds tracked by Wall St. Rank hold EAD as of Q1 2016.

  • WFG Advisors reported no remaining Allspring Income Opportunities Fund position as of Q1 2016 after selling out during the quarter.
  • WFG Advisors sold 12 Allspring Income Opportunities Fund shares in Q1 2016.
  • WFG Advisors first reported a position in Allspring Income Opportunities Fund in Q2 2013 and held it in 11 quarters.
  • WFG Advisors's Allspring Income Opportunities Fund position peaked at $14K in Q1 2014.
  • 56 funds tracked by Wall St. Rank held Allspring Income Opportunities Fund as of Q1 2016.

Based on WFG Advisors's 13F filing for Q1 2016, filed 10 May 2016.