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Bellwether Investment Group’s AllianceBernstein AB Stock Holding History

Bellwether Investment Group’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
2017
Q2 		– Sell
-200
Closed -$5K – 61
2017
Q1 		$5K Sell
200
-100
-33% -$2.32K 0.01% 611
2016
Q4 		$7K Buy
+300
New +$6.77K 0.01% 714
2016
Q2 		$7K Buy
+300
New +$6.99K 0.01% 450

Other funds holding AB

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Bank of America
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MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Bellwether Investment Group's AB Position: Q2 2017 in Review

Bellwether Investment Group sold out of AllianceBernstein (AB) in Q2 2017, closing a stake of 200 shares — an estimated $5K sold.

Bellwether Investment Group first reported a position in AB in Q2 2016 and held it in 3 quarters. The position peaked at $7K in Q4 2016. 157 funds tracked by Wall St. Rank hold AB as of Q2 2017.

  • Bellwether Investment Group reported no remaining AllianceBernstein position as of Q2 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 200 AllianceBernstein shares in Q2 2017, an estimated $5K.
  • Bellwether Investment Group first reported a position in AllianceBernstein in Q2 2016 and held it in 3 quarters.
  • Bellwether Investment Group's AllianceBernstein position peaked at $7K in Q4 2016.
  • 157 funds tracked by Wall St. Rank held AllianceBernstein as of Q2 2017.

Based on Bellwether Investment Group's 13F filing for Q2 2017, filed 8 Aug 2017.