AWG
AFB

Altus Wealth Group’s AllianceBernstein National Municipal Income Fund AFB Stock Holding History

Altus Wealth Group’s Portfolio AFB Stock Details AFB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-3,394
Closed -$49K – 183
2020
Q4 		$49K Buy
+3,394
New +$47K 0.05% 222

Other funds holding AFB

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
PWS
Private Wealth Strategies New Albany, Ohio $498M AUM 17.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Altus Wealth Group's AFB Position: Q1 2021 in Review

Altus Wealth Group sold out of AllianceBernstein National Municipal Income Fund (AFB) in Q1 2021, closing a stake of 3,394 shares — an estimated $49K sold.

Altus Wealth Group first reported a position in AFB in Q4 2020 and held it in 1 quarter. The position peaked at $49K in Q4 2020. 68 funds tracked by Wall St. Rank hold AFB as of Q1 2021.

  • Altus Wealth Group reported no remaining AllianceBernstein National Municipal Income Fund position as of Q1 2021 after selling out during the quarter.
  • Altus Wealth Group sold 3,394 AllianceBernstein National Municipal Income Fund shares in Q1 2021, an estimated $49K.
  • Altus Wealth Group first reported a position in AllianceBernstein National Municipal Income Fund in Q4 2020 and held it in 1 quarter.
  • Altus Wealth Group's AllianceBernstein National Municipal Income Fund position peaked at $49K in Q4 2020.
  • 68 funds tracked by Wall St. Rank held AllianceBernstein National Municipal Income Fund as of Q1 2021.

Based on Altus Wealth Group's 13F filing for Q1 2021, filed 14 May 2021.