KCPG
AFB

Kavar Capital Partners Group’s AllianceBernstein National Municipal Income Fund AFB Stock Holding History

Kavar Capital Partners Group’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
2015
Q3 		– Sell
-2,000
Closed -$14K – 479
2015
Q2 		$14K Buy
+2,000
New +$26.8K 0.01% 277
2014
Q2 		– Sell
-4,500
Closed -$33K – 137
2014
Q1 		$33K Sell
4,500
-1,500
-25% -$19.5K 0.03% 223
2013
Q4 		$42K Buy
+6,000
New +$75.6K 0.04% 203

Other funds holding AFB

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
SCA
Samson Capital Advisors New York $228M AUM 0.84% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LSA
Liberty Street Advisors New York $41.4M AUM 34.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Kavar Capital Partners Group's AFB Position: Q3 2015 in Review

Kavar Capital Partners Group sold out of AllianceBernstein National Municipal Income Fund (AFB) in Q3 2015, closing a stake of 2,000 shares — an estimated $14K sold.

Kavar Capital Partners Group first reported a position in AFB in Q4 2013 and held it in 3 quarters. The position peaked at $42K in Q4 2013. 50 funds tracked by Wall St. Rank hold AFB as of Q3 2015.

  • Kavar Capital Partners Group reported no remaining AllianceBernstein National Municipal Income Fund position as of Q3 2015 after selling out during the quarter.
  • Kavar Capital Partners Group sold 2,000 AllianceBernstein National Municipal Income Fund shares in Q3 2015, an estimated $14K.
  • Kavar Capital Partners Group first reported a position in AllianceBernstein National Municipal Income Fund in Q4 2013 and held it in 3 quarters.
  • Kavar Capital Partners Group's AllianceBernstein National Municipal Income Fund position peaked at $42K in Q4 2013.
  • 50 funds tracked by Wall St. Rank held AllianceBernstein National Municipal Income Fund as of Q3 2015.

Based on Kavar Capital Partners Group's 13F filing for Q3 2015, filed 1 May 2019.