IA
AKP

IFP Advisors’s Alliance Californa Muni Fd AKP Stock Holding History

IFP Advisors’s Portfolio AKP Stock Details AKP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		$18K Hold
1,185
– – ﹤0.01% 1402
2018
Q4 		$16K Hold
1,185
– – ﹤0.01% 2276
2018
Q3 		$16K Hold
1,185
– – ﹤0.01% 2604
2018
Q2 		$16K Hold
1,185
– – ﹤0.01% 2628
2018
Q1 		$16K Hold
1,185
– – ﹤0.01% 2543
2017
Q4 		$16K Sell
1,185
-8,800
-88% -$120K ﹤0.01% 2579
2017
Q3 		$138K Hold
9,985
– – 0.01% 1366
2017
Q2 		$137K Hold
9,985
– – 0.01% 1348
2017
Q1 		$133K Hold
9,985
– – 0.01% 1338
2016
Q4 		$132K Buy
9,985
+8,800
+743% +$124K 0.01% 1278
2016
Q3 		$18K Hold
1,185
– – ﹤0.01% 2489
2016
Q2 		$18K Hold
1,185
– – ﹤0.01% 2423
2016
Q1 		$18K Hold
1,185
– – ﹤0.01% 1400
2015
Q4 		$17K Buy
+1,185
New +$16.6K ﹤0.01% 2275

Other funds holding AKP

BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
IA
Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
YCM
Yakira Capital Management Westport, Connecticut $342M AUM 26.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

IFP Advisors's AKP Position: Q1 2019 in Review

IFP Advisors held its Alliance Californa Muni Fd (AKP) position steady in Q1 2019 at 1,185 shares worth $18K. The position accounts for ﹤0.01% of the portfolio, ranked #1402.

IFP Advisors first reported a position in AKP in Q4 2015 and has held it in 14 quarters since. The position peaked at $138K in Q3 2017. 26 funds tracked by Wall St. Rank hold AKP as of Q1 2019.

  • IFP Advisors held 1,185 shares of Alliance Californa Muni Fd worth $18K as of Q1 2019.
  • IFP Advisors left its Alliance Californa Muni Fd share count unchanged in Q1 2019.
  • Alliance Californa Muni Fd made up ﹤0.01% of IFP Advisors's portfolio in Q1 2019, its #1402 holding.
  • IFP Advisors first reported a position in Alliance Californa Muni Fd in Q4 2015 and has held it in 14 quarters since.
  • IFP Advisors's Alliance Californa Muni Fd position peaked at $138K in Q3 2017.
  • 26 funds tracked by Wall St. Rank held Alliance Californa Muni Fd as of Q1 2019.

Based on IFP Advisors's 13F filing for Q1 2019, filed 15 May 2019.