Commonwealth Equity Services’s Alliance Californa Muni Fd AKP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q2
Sell
-18,700
Closed -$276K 2854
2019
Q1
$276K Hold
18,700
﹤0.01% 2225
2018
Q4
$255K Hold
18,700
﹤0.01% 2147
2018
Q3
$253K Hold
18,700
﹤0.01% 2320
2018
Q2
$246K Hold
18,700
﹤0.01% 2299
2018
Q1
$237K Buy
18,700
+7,530
+67% +$98.3K ﹤0.01% 2265
2017
Q4
$152K Buy
11,170
+470
+4% +$6.43K ﹤0.01% 2449
2017
Q3
$148K Buy
+10,700
New +$148K ﹤0.01% 2364

Other funds holding AKP

Commonwealth Equity Services's AKP Position: Q2 2019 in Review

Commonwealth Equity Services sold out of Alliance Californa Muni Fd (AKP) in Q2 2019, closing a stake of 18,700 shares — an estimated $276K sold.

Commonwealth Equity Services first reported a position in AKP in Q3 2017 and held it in 7 quarters. The position peaked at $276K in Q1 2019. 1 fund tracked by Wall St. Rank holds AKP as of Q2 2019.

  • Commonwealth Equity Services reported no remaining Alliance Californa Muni Fd position as of Q2 2019 after selling out during the quarter.
  • Commonwealth Equity Services sold 18,700 Alliance Californa Muni Fd shares in Q2 2019, an estimated $276K.
  • Commonwealth Equity Services first reported a position in Alliance Californa Muni Fd in Q3 2017 and held it in 7 quarters.
  • Commonwealth Equity Services's Alliance Californa Muni Fd position peaked at $276K in Q1 2019.
  • 1 fund tracked by Wall St. Rank held Alliance Californa Muni Fd as of Q2 2019.

Based on Commonwealth Equity Services's 13F filing for Q2 2019, filed 19 Jul 2019.