WSTAM
EAD

Wilbanks Smith & Thomas Asset Management’s Allspring Income Opportunities Fund EAD Stock Holding History

Wilbanks Smith & Thomas Asset 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
2018
Q4 		– Sell
-2,380
Closed -$19K – 598
2018
Q3 		$19K Buy
+2,380
New +$19K ﹤0.01% 896

Other funds holding EAD

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
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 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
VIA
Vident Investment Advisory Alpharetta, Georgia $2.9B AUM 24.67% 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
TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's EAD Position: Q4 2018 in Review

Wilbanks Smith & Thomas Asset Management sold out of Allspring Income Opportunities Fund (EAD) in Q4 2018, closing a stake of 2,380 shares — an estimated $19K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in EAD in Q3 2018 and held it in 1 quarter. The position peaked at $19K in Q3 2018. 63 funds tracked by Wall St. Rank hold EAD as of Q4 2018.

  • Wilbanks Smith & Thomas Asset Management reported no remaining Allspring Income Opportunities Fund position as of Q4 2018 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 2,380 Allspring Income Opportunities Fund shares in Q4 2018, an estimated $19K.
  • Wilbanks Smith & Thomas Asset Management first reported a position in Allspring Income Opportunities Fund in Q3 2018 and held it in 1 quarter.
  • Wilbanks Smith & Thomas Asset Management's Allspring Income Opportunities Fund position peaked at $19K in Q3 2018.
  • 63 funds tracked by Wall St. Rank held Allspring Income Opportunities Fund as of Q4 2018.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q4 2018, filed 8 Feb 2019.