IPC
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Independent Portfolio Consultants’s AllianceBernstein AB Stock Holding History

Independent Portfolio Consultants’s Portfolio AB Stock Details AB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-26,490
Closed -$621K – 797
2016
Q4 		$621K Buy
+26,490
New +$598K 0.2% 184

Other funds holding AB

Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Independent Portfolio Consultants's AB Position: Q1 2017 in Review

Independent Portfolio Consultants sold out of AllianceBernstein (AB) in Q1 2017, closing a stake of 26,490 shares — an estimated $621K sold.

Independent Portfolio Consultants first reported a position in AB in Q4 2016 and held it in 1 quarter. The position peaked at $621K in Q4 2016. 160 funds tracked by Wall St. Rank hold AB as of Q1 2017.

  • Independent Portfolio Consultants reported no remaining AllianceBernstein position as of Q1 2017 after selling out during the quarter.
  • Independent Portfolio Consultants sold 26,490 AllianceBernstein shares in Q1 2017, an estimated $621K.
  • Independent Portfolio Consultants first reported a position in AllianceBernstein in Q4 2016 and held it in 1 quarter.
  • Independent Portfolio Consultants's AllianceBernstein position peaked at $621K in Q4 2016.
  • 160 funds tracked by Wall St. Rank held AllianceBernstein as of Q1 2017.

Based on Independent Portfolio Consultants's 13F filing for Q1 2017, filed 25 Apr 2017.