ZIG
ERC

Zullo Investment Group’s Allspring Multi-Sector Income Fund ERC Stock Holding History

Zullo Investment Group’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
2023
Q1 		– Sell
-1,790
Closed -$17.5K – 309
2022
Q4 		$17.5K Buy
1,790
+43
+2% +$398 0.01% 415
2022
Q3 		$15K Buy
1,747
+47
+3% +$458 0.01% 430
2022
Q2 		$16K Buy
1,700
+46
+3% +$447 0.01% 429
2022
Q1 		$17K Buy
1,654
+39
+2% +$443 0.01% 452
2021
Q4 		$21K Buy
+1,615
New +$21.5K 0.01% 418

Other funds holding ERC

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Zullo Investment Group's ERC Position: Q1 2023 in Review

Zullo Investment Group sold out of Allspring Multi-Sector Income Fund (ERC) in Q1 2023, closing a stake of 1,790 shares — an estimated $17.5K sold.

Zullo Investment Group first reported a position in ERC in Q4 2021 and held it in 5 quarters. The position peaked at $21K in Q4 2021. 57 funds tracked by Wall St. Rank hold ERC as of Q1 2023.

  • Zullo Investment Group reported no remaining Allspring Multi-Sector Income Fund position as of Q1 2023 after selling out during the quarter.
  • Zullo Investment Group sold 1,790 Allspring Multi-Sector Income Fund shares in Q1 2023, an estimated $17.5K.
  • Zullo Investment Group first reported a position in Allspring Multi-Sector Income Fund in Q4 2021 and held it in 5 quarters.
  • Zullo Investment Group's Allspring Multi-Sector Income Fund position peaked at $21K in Q4 2021.
  • 57 funds tracked by Wall St. Rank held Allspring Multi-Sector Income Fund as of Q1 2023.

Based on Zullo Investment Group's 13F filing for Q1 2023, filed 25 Apr 2023.