HWA
AFB

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

HCR Wealth Advisors’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
Q2 		– Sell
-292
Closed -$431K – 157
2019
Q1 		$431K Buy
+292
New +$3.7K 0.12% 112

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
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
VCM
Vivaldi Capital Management Chicago, Illinois $723M AUM 30.89% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

HCR Wealth Advisors's AFB Position: Q2 2019 in Review

HCR Wealth Advisors sold out of AllianceBernstein National Municipal Income Fund (AFB) in Q2 2019, closing a stake of 292 shares — an estimated $431K sold.

HCR Wealth Advisors first reported a position in AFB in Q1 2019 and held it in 1 quarter. The position peaked at $431K in Q1 2019. 64 funds tracked by Wall St. Rank hold AFB as of Q2 2019.

  • HCR Wealth Advisors reported no remaining AllianceBernstein National Municipal Income Fund position as of Q2 2019 after selling out during the quarter.
  • HCR Wealth Advisors sold 292 AllianceBernstein National Municipal Income Fund shares in Q2 2019, an estimated $431K.
  • HCR Wealth Advisors first reported a position in AllianceBernstein National Municipal Income Fund in Q1 2019 and held it in 1 quarter.
  • HCR Wealth Advisors's AllianceBernstein National Municipal Income Fund position peaked at $431K in Q1 2019.
  • 64 funds tracked by Wall St. Rank held AllianceBernstein National Municipal Income Fund as of Q2 2019.

Based on HCR Wealth Advisors's 13F filing for Q2 2019, filed 25 Jul 2019.