GI
AWF

Gradient Investments’s AllianceBernstein Global High Income Fund AWF Stock Holding History

Gradient Investments’s Portfolio AWF Stock Details AWF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-1,442
Closed -$13K – 1514
2022
Q3 		$13K Buy
+1,442
New +$14.4K ﹤0.01% 747
2022
Q1 		– Sell
-1,200
Closed -$15K – 1177
2021
Q4 		$15K Buy
+1,200
New +$14.7K ﹤0.01% 707
2019
Q2 		– Sell
-582
Closed -$7K – 1015
2019
Q1 		$7K Hold
582
– – ﹤0.01% 599
2018
Q4 		$6K Hold
582
– – ﹤0.01% 669
2018
Q3 		$7K Hold
582
– – ﹤0.01% 677
2018
Q2 		$7K Sell
582
-256
-31% -$3K ﹤0.01% 663
2018
Q1 		$10K Buy
+838
New +$10.2K ﹤0.01% 625
2015
Q1 		– Sell
-185
Closed -$2K – 643
2014
Q4 		$2K Buy
+185
New +$2.44K ﹤0.01% 475
2013
Q4 		– Sell
-88
Closed -$1K – 572
2013
Q3 		$1K Buy
+88
New +$1.27K ﹤0.01% 430

Other funds holding AWF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
SFG
Sowa Financial Group Lincoln, Rhode Island $202M AUM 26.95% 1-Year Est. Return
VCM
Vivaldi Capital Management Chicago, Illinois $723M AUM 30.89% 1-Year Est. Return