BDO Wealth Advisors’s AllianceBernstein AB Stock Holding History

BDO Wealth Advisors’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 Q2	–	Sell	-184	Closed	-$5K	–	605
2019 Q1	$5K	Buy	184 +4	+2%	+$117	﹤0.01%	462
2018 Q4	$5K	Buy	180 +4	+2%	+$115	﹤0.01%	444
2018 Q3	$5K	Buy	176 +4	+2%	+$119	﹤0.01%	495
2018 Q2	$5K	Buy	172 +4	+2%	+$111	﹤0.01%	500
2018 Q1	$5K	Buy	+168	New	+$4.48K	﹤0.01%	437
2017 Q3	–	Sell	-156	Closed	-$4K	–	437
2017 Q2	$4K	Buy	+156	New	+$3.5K	﹤0.01%	439

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

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

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

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

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

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

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

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

FIM

Foresters Investment Management New York $5.05B AUM 5.06% 1-Year Est. Return

BDO Wealth Advisors's AB Position: Q2 2019 in Review

BDO Wealth Advisors sold out of AllianceBernstein (AB) in Q2 2019, closing a stake of 184 shares — an estimated $5K sold.

BDO Wealth Advisors first reported a position in AB in Q2 2017 and held it in 6 quarters. The position peaked at $5K in Q1 2019. 187 funds tracked by Wall St. Rank hold AB as of Q2 2019.

BDO Wealth Advisors reported no remaining AllianceBernstein position as of Q2 2019 after selling out during the quarter.
BDO Wealth Advisors sold 184 AllianceBernstein shares in Q2 2019, an estimated $5K.
BDO Wealth Advisors first reported a position in AllianceBernstein in Q2 2017 and held it in 6 quarters.
BDO Wealth Advisors's AllianceBernstein position peaked at $5K in Q1 2019.
187 funds tracked by Wall St. Rank held AllianceBernstein as of Q2 2019.

Based on BDO Wealth Advisors's 13F filing for Q2 2019, filed 9 Aug 2019.