EW
AFB

Evoke Wealth’s AllianceBernstein National Municipal Income Fund AFB Stock Holding History

Evoke Wealth’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
-255
Closed -$3.51K – 1256
2019
Q3 		$3.51K Buy
+255
New +$3.49K ﹤0.01% 1095

Other funds holding AFB

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
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)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
GC
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Evoke Wealth's AFB Position: Q4 2019 in Review

Evoke Wealth sold out of AllianceBernstein National Municipal Income Fund (AFB) in Q4 2019, closing a stake of 255 shares — an estimated $3.51K sold.

Evoke Wealth first reported a position in AFB in Q3 2019 and held it in 1 quarter. The position peaked at $3.51K in Q3 2019. 67 funds tracked by Wall St. Rank hold AFB as of Q4 2019.

  • Evoke Wealth reported no remaining AllianceBernstein National Municipal Income Fund position as of Q4 2019 after selling out during the quarter.
  • Evoke Wealth sold 255 AllianceBernstein National Municipal Income Fund shares in Q4 2019, an estimated $3.51K.
  • Evoke Wealth first reported a position in AllianceBernstein National Municipal Income Fund in Q3 2019 and held it in 1 quarter.
  • Evoke Wealth's AllianceBernstein National Municipal Income Fund position peaked at $3.51K in Q3 2019.
  • 67 funds tracked by Wall St. Rank held AllianceBernstein National Municipal Income Fund as of Q4 2019.

Based on Evoke Wealth's 13F filing for Q4 2019, filed 7 Feb 2020.