EWM
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Edge Wealth Management’s AllianceBernstein AB Stock Holding History

Edge Wealth 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
2018
Q4 		– Sell
-10,000
Closed -$305K – 558
2018
Q3 		$305K Buy
+10,000
New +$299K 0.07% 111

Other funds holding AB

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FIM
Foresters Investment Management New York $5.05B AUM 5.06% 1-Year Est. Return

Edge Wealth Management's AB Position: Q4 2018 in Review

Edge Wealth Management sold out of AllianceBernstein (AB) in Q4 2018, closing a stake of 10,000 shares — an estimated $305K sold.

Edge Wealth Management first reported a position in AB in Q3 2018 and held it in 1 quarter. The position peaked at $305K in Q3 2018. 187 funds tracked by Wall St. Rank hold AB as of Q4 2018.

  • Edge Wealth Management reported no remaining AllianceBernstein position as of Q4 2018 after selling out during the quarter.
  • Edge Wealth Management sold 10,000 AllianceBernstein shares in Q4 2018, an estimated $305K.
  • Edge Wealth Management first reported a position in AllianceBernstein in Q3 2018 and held it in 1 quarter.
  • Edge Wealth Management's AllianceBernstein position peaked at $305K in Q3 2018.
  • 187 funds tracked by Wall St. Rank held AllianceBernstein as of Q4 2018.

Based on Edge Wealth Management's 13F filing for Q4 2018, filed 11 Jan 2019.