BBPWM
AKP

Blue Bell Private Wealth Management’s Alliance Californa Muni Fd AKP Stock Holding History

Blue Bell Private Wealth Management’s Portfolio AKP Stock Details AKP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-2,400
Closed -$33K – 213
2018
Q4 		$33K Buy
+2,400
New +$32K 0.02% 117

Other funds holding AKP

BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
IA
Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
YCM
Yakira Capital Management Westport, Connecticut $342M AUM 26.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Blue Bell Private Wealth Management's AKP Position: Q1 2019 in Review

Blue Bell Private Wealth Management sold out of Alliance Californa Muni Fd (AKP) in Q1 2019, closing a stake of 2,400 shares — an estimated $33K sold.

Blue Bell Private Wealth Management first reported a position in AKP in Q4 2018 and held it in 1 quarter. The position peaked at $33K in Q4 2018. 26 funds tracked by Wall St. Rank hold AKP as of Q1 2019.

  • Blue Bell Private Wealth Management reported no remaining Alliance Californa Muni Fd position as of Q1 2019 after selling out during the quarter.
  • Blue Bell Private Wealth Management sold 2,400 Alliance Californa Muni Fd shares in Q1 2019, an estimated $33K.
  • Blue Bell Private Wealth Management first reported a position in Alliance Californa Muni Fd in Q4 2018 and held it in 1 quarter.
  • Blue Bell Private Wealth Management's Alliance Californa Muni Fd position peaked at $33K in Q4 2018.
  • 26 funds tracked by Wall St. Rank held Alliance Californa Muni Fd as of Q1 2019.

Based on Blue Bell Private Wealth Management's 13F filing for Q1 2019, filed 23 Apr 2019.