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JOYN Advisors’s AllianceBernstein AB Stock Holding History

JOYN Advisors’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
2018
Q4 		– Sell
-49
Closed -$1K – 1731
2018
Q3 		$1K Sell
49
-159
-76% -$4.75K ﹤0.01% 1550
2018
Q2 		$6K Sell
208
-3,133
-94% -$86.7K ﹤0.01% 1053
2018
Q1 		$90K Buy
+3,341
New +$89.1K 0.02% 302

Other funds holding AB

MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FIM
Foresters Investment Management New York $5.05B AUM 5.06% 1-Year Est. Return

JOYN Advisors's AB Position: Q4 2018 in Review

JOYN Advisors sold out of AllianceBernstein (AB) in Q4 2018, closing a stake of 49 shares — an estimated $1K sold.

JOYN Advisors first reported a position in AB in Q1 2018 and held it in 3 quarters. The position peaked at $90K in Q1 2018. 187 funds tracked by Wall St. Rank hold AB as of Q4 2018.

  • JOYN Advisors reported no remaining AllianceBernstein position as of Q4 2018 after selling out during the quarter.
  • JOYN Advisors sold 49 AllianceBernstein shares in Q4 2018, an estimated $1K.
  • JOYN Advisors first reported a position in AllianceBernstein in Q1 2018 and held it in 3 quarters.
  • JOYN Advisors's AllianceBernstein position peaked at $90K in Q1 2018.
  • 187 funds tracked by Wall St. Rank held AllianceBernstein as of Q4 2018.

Based on JOYN Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.