WSTAM
ERC

Wilbanks Smith & Thomas Asset Management’s Allspring Multi-Sector Income Fund ERC Stock Holding History

Wilbanks Smith & Thomas Asset Management’s Portfolio ERC Stock Details ERC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-390
Closed -$5K – 636
2018
Q3 		$5K Buy
+390
New +$4.88K ﹤0.01% 1209

Other funds holding ERC

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

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

Wilbanks Smith & Thomas Asset Management sold out of Allspring Multi-Sector Income Fund (ERC) in Q4 2018, closing a stake of 390 shares — an estimated $5K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in ERC in Q3 2018 and held it in 1 quarter. The position peaked at $5K in Q3 2018. 66 funds tracked by Wall St. Rank hold ERC as of Q4 2018.

  • Wilbanks Smith & Thomas Asset Management reported no remaining Allspring Multi-Sector Income Fund position as of Q4 2018 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 390 Allspring Multi-Sector Income Fund shares in Q4 2018, an estimated $5K.
  • Wilbanks Smith & Thomas Asset Management first reported a position in Allspring Multi-Sector Income Fund in Q3 2018 and held it in 1 quarter.
  • Wilbanks Smith & Thomas Asset Management's Allspring Multi-Sector Income Fund position peaked at $5K in Q3 2018.
  • 66 funds tracked by Wall St. Rank held Allspring Multi-Sector Income Fund as of Q4 2018.

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