Fort Point Capital Partners’s AllianceBernstein National Municipal Income Fund AFB Stock Holding History

Fort Point Capital 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
2024 Q3	–	Sell	-143,659	Closed	-$1.6M	–	291
2024 Q2	$1.6M	Buy	143,659 +32,689	+29%	+$352K	0.2%	85
2024 Q1	$1.22M	Buy	110,970 +91,823	+480%	+$998K	0.16%	99
2023 Q4	$208K	Sell	19,147 -283	-1%	-$2.82K	0.03%	282
2023 Q3	$181K	Buy	+19,430	New	+$201K	0.03%	267

Other funds holding AFB

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

RCM

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

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

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

SIA

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

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

COLIM

City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

Fort Point Capital Partners's AFB Position: Q3 2024 in Review

Fort Point Capital Partners sold out of AllianceBernstein National Municipal Income Fund (AFB) in Q3 2024, closing a stake of 143,659 shares — an estimated $1.6M sold.

Fort Point Capital Partners first reported a position in AFB in Q3 2023 and held it in 4 quarters. The position peaked at $1.6M in Q2 2024. 80 funds tracked by Wall St. Rank hold AFB as of Q3 2024.

Fort Point Capital Partners reported no remaining AllianceBernstein National Municipal Income Fund position as of Q3 2024 after selling out during the quarter.
Fort Point Capital Partners sold 143,659 AllianceBernstein National Municipal Income Fund shares in Q3 2024, an estimated $1.6M.
Fort Point Capital Partners first reported a position in AllianceBernstein National Municipal Income Fund in Q3 2023 and held it in 4 quarters.
Fort Point Capital Partners's AllianceBernstein National Municipal Income Fund position peaked at $1.6M in Q2 2024.
80 funds tracked by Wall St. Rank held AllianceBernstein National Municipal Income Fund as of Q3 2024.

Based on Fort Point Capital Partners's 13F filing for Q3 2024, filed 14 Nov 2024.