Bruderman Asset Management’s AllianceBernstein AB Stock Holding History

Bruderman Asset Management’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 Q1	–	Sell	-529	Closed	-$14K	–	633
2018 Q4	$14K	Buy	529 +12	+2%	+$345	﹤0.01%	390
2018 Q3	$16K	Buy	517 +10	+2%	+$299	﹤0.01%	263
2018 Q2	$14K	Buy	+507	New	+$14K	﹤0.01%	283
2017 Q1	–	Sell	-1,200	Closed	-$28K	–	115
2016 Q4	$28K	Hold	1,200	–	–	0.01%	256
2016 Q3	$27K	Hold	1,200	–	–	0.01%	262
2016 Q2	$28K	Hold	1,200	–	–	0.01%	242
2016 Q1	$28K	Hold	1,200	–	–	0.01%	244
2015 Q4	$29K	Hold	1,200	–	–	0.01%	257
2015 Q3	$32K	Hold	1,200	–	–	0.01%	242
2015 Q2	$35K	Hold	1,200	–	–	0.01%	252
2015 Q1	$37K	Buy	+1,200	New	+$32.6K	0.01%	243

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

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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

FIM

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

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

Bruderman Asset Management's AB Position: Q1 2019 in Review

Bruderman Asset Management sold out of AllianceBernstein (AB) in Q1 2019, closing a stake of 529 shares — an estimated $14K sold.

Bruderman Asset Management first reported a position in AB in Q1 2015 and held it in 11 quarters. The position peaked at $37K in Q1 2015. 187 funds tracked by Wall St. Rank hold AB as of Q1 2019.

Bruderman Asset Management reported no remaining AllianceBernstein position as of Q1 2019 after selling out during the quarter.
Bruderman Asset Management sold 529 AllianceBernstein shares in Q1 2019, an estimated $14K.
Bruderman Asset Management first reported a position in AllianceBernstein in Q1 2015 and held it in 11 quarters.
Bruderman Asset Management's AllianceBernstein position peaked at $37K in Q1 2015.
187 funds tracked by Wall St. Rank held AllianceBernstein as of Q1 2019.

Based on Bruderman Asset Management's 13F filing for Q1 2019, filed 14 May 2019.