Archford Capital Strategies’s AllianceBernstein AB Stock Holding History

Archford Capital Strategies’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
2019 Q3	–	Sell	-2,345	Closed	-$70K	–	212
2019 Q2	$70K	Hold	2,345	–	–	0.03%	259
2019 Q1	$68K	Hold	2,345	–	–	0.03%	260
2018 Q4	$64K	Hold	2,345	–	–	0.03%	253
2018 Q3	$71K	Hold	2,345	–	–	0.03%	266
2018 Q2	$67K	Buy	2,345 +800	+52%	+$22.1K	0.02%	273
2018 Q1	$39K	Buy	+1,545	New	+$41.2K	0.02%	221
2017 Q2	–	Sell	-1,282	Closed	-$29K	–	192
2017 Q1	$29K	Hold	1,282	–	–	0.01%	323
2016 Q4	$30K	Hold	1,282	–	–	0.01%	292
2016 Q3	$29K	Buy	+1,282	New	+$29K	0.01%	299

Other funds holding AB

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Foundry Partners Minneapolis, Minnesota $1.89B AUM 9.84% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Archford Capital Strategies's AB Position: Q3 2019 in Review

Archford Capital Strategies sold out of AllianceBernstein (AB) in Q3 2019, closing a stake of 2,345 shares — an estimated $70K sold.

Archford Capital Strategies first reported a position in AB in Q3 2016 and held it in 9 quarters. The position peaked at $71K in Q3 2018. 190 funds tracked by Wall St. Rank hold AB as of Q3 2019.

Archford Capital Strategies reported no remaining AllianceBernstein position as of Q3 2019 after selling out during the quarter.
Archford Capital Strategies sold 2,345 AllianceBernstein shares in Q3 2019, an estimated $70K.
Archford Capital Strategies first reported a position in AllianceBernstein in Q3 2016 and held it in 9 quarters.
Archford Capital Strategies's AllianceBernstein position peaked at $71K in Q3 2018.
190 funds tracked by Wall St. Rank held AllianceBernstein as of Q3 2019.

Based on Archford Capital Strategies's 13F filing for Q3 2019, filed 23 Oct 2019.