ACI
AB icon

Alpha Cubed Investments’s AllianceBernstein AB Stock Holding History

Alpha Cubed Investments’s Portfolio AB Stock Details AB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-9,442
Closed -$286K – 226
2018
Q3 		$286K Buy
+9,442
New +$282K 0.03% 240

Other funds holding AB

MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FIM
Foresters Investment Management New York $5.05B AUM 5.06% 1-Year Est. Return

Alpha Cubed Investments's AB Position: Q4 2018 in Review

Alpha Cubed Investments sold out of AllianceBernstein (AB) in Q4 2018, closing a stake of 9,442 shares — an estimated $286K sold.

Alpha Cubed Investments first reported a position in AB in Q3 2018 and held it in 1 quarter. The position peaked at $286K in Q3 2018. 187 funds tracked by Wall St. Rank hold AB as of Q4 2018.

  • Alpha Cubed Investments reported no remaining AllianceBernstein position as of Q4 2018 after selling out during the quarter.
  • Alpha Cubed Investments sold 9,442 AllianceBernstein shares in Q4 2018, an estimated $286K.
  • Alpha Cubed Investments first reported a position in AllianceBernstein in Q3 2018 and held it in 1 quarter.
  • Alpha Cubed Investments's AllianceBernstein position peaked at $286K in Q3 2018.
  • 187 funds tracked by Wall St. Rank held AllianceBernstein as of Q4 2018.

Based on Alpha Cubed Investments's 13F filing for Q4 2018, filed 29 Jan 2019.