Gradient Investments’s AllianceBernstein National Municipal Income Fund AFB Stock Holding History

Gradient Investments’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
2020 Q3	–	Sell	-3,094	Closed	-$41K	–	1128
2020 Q2	$41K	Hold	3,094	–	–	﹤0.01%	412
2020 Q1	$39K	Hold	3,094	–	–	﹤0.01%	388
2019 Q4	$43K	Hold	3,094	–	–	﹤0.01%	431
2019 Q3	$43K	Hold	3,094	–	–	﹤0.01%	410
2019 Q2	$42K	Hold	3,094	–	–	﹤0.01%	405
2019 Q1	$40K	Hold	3,094	–	–	﹤0.01%	360
2018 Q4	$38K	Hold	3,094	–	–	﹤0.01%	373
2018 Q3	$38K	Hold	3,094	–	–	﹤0.01%	396
2018 Q2	$39K	Hold	3,094	–	–	﹤0.01%	373
2018 Q1	$39K	Hold	3,094	–	–	﹤0.01%	377
2017 Q4	$41K	Buy	+3,094	New	+$42.3K	﹤0.01%	372
2017 Q3	–	Sell	-3,094	Closed	-$42K	–	241
2017 Q2	$42K	Hold	3,094	–	–	﹤0.01%	319
2017 Q1	$41K	Hold	3,094	–	–	﹤0.01%	325
2016 Q4	$41K	Hold	3,094	–	–	﹤0.01%	282
2016 Q3	$46K	Hold	3,094	–	–	﹤0.01%	270
2016 Q2	$47K	Hold	3,094	–	–	0.01%	265
2016 Q1	$45K	Hold	3,094	–	–	0.01%	256
2015 Q4	$43K	Buy	+3,094	New	+$41.7K	0.01%	264
2015 Q1	–	Sell	-3,500	Closed	-$48K	–	639
2014 Q4	$48K	Buy	+3,500	New	+$48.2K	0.01%	237

Other funds holding AFB

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BPA

Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Gradient Investments's AFB Position: Q3 2020 in Review

Gradient Investments sold out of AllianceBernstein National Municipal Income Fund (AFB) in Q3 2020, closing a stake of 3,094 shares — an estimated $41K sold.

Gradient Investments first reported a position in AFB in Q4 2014 and held it in 19 quarters. The position peaked at $48K in Q4 2014. 65 funds tracked by Wall St. Rank hold AFB as of Q3 2020.

Gradient Investments reported no remaining AllianceBernstein National Municipal Income Fund position as of Q3 2020 after selling out during the quarter.
Gradient Investments sold 3,094 AllianceBernstein National Municipal Income Fund shares in Q3 2020, an estimated $41K.
Gradient Investments first reported a position in AllianceBernstein National Municipal Income Fund in Q4 2014 and held it in 19 quarters.
Gradient Investments's AllianceBernstein National Municipal Income Fund position peaked at $48K in Q4 2014.
65 funds tracked by Wall St. Rank held AllianceBernstein National Municipal Income Fund as of Q3 2020.

Based on Gradient Investments's 13F filing for Q3 2020, filed 6 Oct 2020.