Cedar Brook Financial Partners’s AllianceBernstein National Municipal Income Fund AFB Stock Holding History

Cedar Brook Financial Partners’s Portfolio AFB Stock Details AFB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-16,976	Closed	-$234K	–	294
2019 Q3	$234K	Sell	16,976 -11,517	-40%	-$157K	0.1%	244
2019 Q2	$383K	Sell	28,493 -670	-2%	-$8.78K	0.18%	172
2019 Q1	$378K	Buy	29,163 +133	+0.5%	+$1.69K	0.18%	171
2018 Q4	$352K	Buy	+29,030	New	+$348K	0.21%	151

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PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

PWS

Private Wealth Strategies New Albany, Ohio $498M AUM 17.23% 1-Year Est. Return

VCM

Vivaldi Capital Management Chicago, Illinois $723M AUM 30.89% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

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

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

Cedar Brook Financial Partners's AFB Position: Q4 2019 in Review

Cedar Brook Financial Partners sold out of AllianceBernstein National Municipal Income Fund (AFB) in Q4 2019, closing a stake of 16,976 shares — an estimated $234K sold.

Cedar Brook Financial Partners first reported a position in AFB in Q4 2018 and held it in 4 quarters. The position peaked at $383K in Q2 2019. 67 funds tracked by Wall St. Rank hold AFB as of Q4 2019.

Cedar Brook Financial Partners reported no remaining AllianceBernstein National Municipal Income Fund position as of Q4 2019 after selling out during the quarter.
Cedar Brook Financial Partners sold 16,976 AllianceBernstein National Municipal Income Fund shares in Q4 2019, an estimated $234K.
Cedar Brook Financial Partners first reported a position in AllianceBernstein National Municipal Income Fund in Q4 2018 and held it in 4 quarters.
Cedar Brook Financial Partners's AllianceBernstein National Municipal Income Fund position peaked at $383K in Q2 2019.
67 funds tracked by Wall St. Rank held AllianceBernstein National Municipal Income Fund as of Q4 2019.

Based on Cedar Brook Financial Partners's 13F filing for Q4 2019, filed 6 Feb 2020.