CFO4Life’s AllianceBernstein National Municipal Income Fund AFB Stock Holding History

CFO4Life’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
2016 Q4	$372K	Buy	28,126 +339	+1%	+$4.62K	0.31%	58
2016 Q3	$409K	Buy	27,787 +11,083	+66%	+$164K	0.35%	50
2016 Q2	$252K	Buy	16,704 +209	+1%	+$3.1K	0.22%	74
2016 Q1	$238K	Buy	16,495 +218	+1%	+$3.07K	0.21%	72
2015 Q4	$225K	Buy	+16,277	New	+$219K	0.21%	62

Other funds holding AFB

RCM

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

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

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

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

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

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

EDRIA

Edmonds Duncan Registered Investment Advisors Lawrence, Kansas $457M AUM 23% 1-Year Est. Return

CFO4Life's AFB Position: Q4 2016 in Review

CFO4Life increased its AllianceBernstein National Municipal Income Fund (AFB) stake by 1.2% in Q4 2016, buying an estimated $4.62K and bringing the position to 28,126 shares worth $372K. The position accounts for 0.31% of the portfolio, ranked #58.

CFO4Life first reported a position in AFB in Q4 2015 and has held it in 5 quarters since. The position peaked at $409K in Q3 2016. 56 funds tracked by Wall St. Rank hold AFB as of Q4 2016.

CFO4Life held 28,126 shares of AllianceBernstein National Municipal Income Fund worth $372K as of Q4 2016.
CFO4Life bought 339 AllianceBernstein National Municipal Income Fund shares in Q4 2016, an estimated $4.62K.
AllianceBernstein National Municipal Income Fund made up 0.31% of CFO4Life's portfolio in Q4 2016, its #58 holding.
CFO4Life first reported a position in AllianceBernstein National Municipal Income Fund in Q4 2015 and has held it in 5 quarters since.
CFO4Life's AllianceBernstein National Municipal Income Fund position peaked at $409K in Q3 2016.
56 funds tracked by Wall St. Rank held AllianceBernstein National Municipal Income Fund as of Q4 2016.

Based on CFO4Life's 13F filing for Q4 2016, filed 30 Jan 2017.