Golden State Wealth Management’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
-6,054
Closed -$89K 1197
2019
Q1
$89K Buy
+6,054
New +$86.2K 0.03% 339

Other funds holding AKP

Golden State Wealth Management's AKP Position: Q2 2019 in Review

Golden State Wealth Management sold out of Alliance Californa Muni Fd (AKP) in Q2 2019, closing a stake of 6,054 shares — an estimated $89K sold.

Golden State Wealth Management first reported a position in AKP in Q1 2019 and held it in 1 quarter. The position peaked at $89K in Q1 2019. 1 fund tracked by Wall St. Rank holds AKP as of Q2 2019.

  • Golden State Wealth Management reported no remaining Alliance Californa Muni Fd position as of Q2 2019 after selling out during the quarter.
  • Golden State Wealth Management sold 6,054 Alliance Californa Muni Fd shares in Q2 2019, an estimated $89K.
  • Golden State Wealth Management first reported a position in Alliance Californa Muni Fd in Q1 2019 and held it in 1 quarter.
  • Golden State Wealth Management's Alliance Californa Muni Fd position peaked at $89K in Q1 2019.
  • 1 fund tracked by Wall St. Rank held Alliance Californa Muni Fd as of Q2 2019.

Based on Golden State Wealth Management's 13F filing for Q2 2019, filed 9 Aug 2019.