Laird Norton Wetherby Wealth Management’s AllianceBernstein National Municipal Income Fund AFB Stock Holding History

Laird Norton Wetherby Wealth Management’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
2018 Q4	–	Sell	-13,020	Closed	-$161K	–	636
2018 Q3	$161K	Hold	13,020	–	–	0.02%	633
2018 Q2	$164K	Buy	13,020 +497	+4%	+$6.24K	0.02%	609
2018 Q1	$157K	Buy	+12,523	New	+$161K	0.02%	616
2017 Q2	–	Sell	-12,341	Closed	-$165K	–	564
2017 Q1	$165K	Buy	+12,341	New	+$165K	0.03%	536
2016 Q3	–	Sell	-10,316	Closed	-$156K	–	521
2016 Q2	$156K	Buy	+10,316	New	+$153K	0.03%	483

Other funds holding AFB

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

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

VCM

Vivaldi Capital Management Chicago, Illinois $723M AUM 30.89% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's AFB Position: Q4 2018 in Review

Laird Norton Wetherby Wealth Management sold out of AllianceBernstein National Municipal Income Fund (AFB) in Q4 2018, closing a stake of 13,020 shares — an estimated $161K sold.

Laird Norton Wetherby Wealth Management first reported a position in AFB in Q2 2016 and held it in 5 quarters. The position peaked at $165K in Q1 2017. 65 funds tracked by Wall St. Rank hold AFB as of Q4 2018.

Laird Norton Wetherby Wealth Management reported no remaining AllianceBernstein National Municipal Income Fund position as of Q4 2018 after selling out during the quarter.
Laird Norton Wetherby Wealth Management sold 13,020 AllianceBernstein National Municipal Income Fund shares in Q4 2018, an estimated $161K.
Laird Norton Wetherby Wealth Management first reported a position in AllianceBernstein National Municipal Income Fund in Q2 2016 and held it in 5 quarters.
Laird Norton Wetherby Wealth Management's AllianceBernstein National Municipal Income Fund position peaked at $165K in Q1 2017.
65 funds tracked by Wall St. Rank held AllianceBernstein National Municipal Income Fund as of Q4 2018.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q4 2018, filed 30 Jan 2019.