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WFG Advisors’s Allspring Global Dividend Opportunity Fund EOD Stock Holding History

WFG Advisors’s Portfolio EOD Stock Details EOD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-229
Closed -$2K – 1998
2014
Q1 		$2K Hold
229
– – ﹤0.01% 1795
2013
Q4 		$2K Hold
229
– – ﹤0.01% 1957
2013
Q3 		$2K Hold
229
– – ﹤0.01% 1925
2013
Q2 		$2K Buy
+229
New +$1.8K ﹤0.01% 1842

Other funds holding EOD

GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

WFG Advisors's EOD Position: Q2 2014 in Review

WFG Advisors sold out of Allspring Global Dividend Opportunity Fund (EOD) in Q2 2014, closing a stake of 229 shares — an estimated $2K sold.

WFG Advisors first reported a position in EOD in Q2 2013 and held it in 4 quarters. The position peaked at $2K in Q1 2014. 42 funds tracked by Wall St. Rank hold EOD as of Q2 2014.

  • WFG Advisors reported no remaining Allspring Global Dividend Opportunity Fund position as of Q2 2014 after selling out during the quarter.
  • WFG Advisors sold 229 Allspring Global Dividend Opportunity Fund shares in Q2 2014, an estimated $2K.
  • WFG Advisors first reported a position in Allspring Global Dividend Opportunity Fund in Q2 2013 and held it in 4 quarters.
  • WFG Advisors's Allspring Global Dividend Opportunity Fund position peaked at $2K in Q1 2014.
  • 42 funds tracked by Wall St. Rank held Allspring Global Dividend Opportunity Fund as of Q2 2014.

Based on WFG Advisors's 13F filing for Q2 2014, filed 12 Aug 2014.