WCM
EAD

Windsor Capital Management’s Allspring Income Opportunities Fund EAD Stock Holding History

Windsor Capital 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
2015
Q4 		– Sell
-400
Closed -$3K – 176
2015
Q3 		$3K Buy
+400
New +$3.19K ﹤0.01% 457

Other funds holding EAD

TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Windsor Capital Management's EAD Position: Q4 2015 in Review

Windsor Capital Management sold out of Allspring Income Opportunities Fund (EAD) in Q4 2015, closing a stake of 400 shares — an estimated $3K sold.

Windsor Capital Management first reported a position in EAD in Q3 2015 and held it in 1 quarter. The position peaked at $3K in Q3 2015. 61 funds tracked by Wall St. Rank hold EAD as of Q4 2015.

  • Windsor Capital Management reported no remaining Allspring Income Opportunities Fund position as of Q4 2015 after selling out during the quarter.
  • Windsor Capital Management sold 400 Allspring Income Opportunities Fund shares in Q4 2015, an estimated $3K.
  • Windsor Capital Management first reported a position in Allspring Income Opportunities Fund in Q3 2015 and held it in 1 quarter.
  • Windsor Capital Management's Allspring Income Opportunities Fund position peaked at $3K in Q3 2015.
  • 61 funds tracked by Wall St. Rank held Allspring Income Opportunities Fund as of Q4 2015.

Based on Windsor Capital Management's 13F filing for Q4 2015, filed 1 Feb 2016.