LA
AB icon

Legacy Advisors’s AllianceBernstein AB Stock Holding History

Legacy 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
2019
Q3 		– Sell
-352
Closed -$10K – 112
2019
Q2 		$10K Hold
352
– – 0.01% 299
2019
Q1 		$10K Buy
+352
New +$10.3K ﹤0.01% 329
2018
Q4 		– Sell
-16
Closed – – 111
2018
Q3 		$0 Hold
16
– – ﹤0.01% 456
2018
Q2 		$0 Hold
16
– – ﹤0.01% 407
2018
Q1 		$0 Hold
16
– – ﹤0.01% 382
2017
Q4 		$0 Hold
16
– – ﹤0.01% 344
2017
Q3 		$0 Hold
16
– – ﹤0.01% 353
2017
Q2 		$0 Hold
16
– – ﹤0.01% 196
2017
Q1 		$0 Hold
16
– – ﹤0.01% 197
2016
Q4 		$0 Buy
+16
New +$361 ﹤0.01% 202

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FP
Foundry Partners Minneapolis, Minnesota $1.89B AUM 9.84% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Legacy Advisors's AB Position: Q3 2019 in Review

Legacy Advisors sold out of AllianceBernstein (AB) in Q3 2019, closing a stake of 352 shares — an estimated $10K sold.

Legacy Advisors first reported a position in AB in Q4 2016 and held it in 10 quarters. The position peaked at $10K in Q2 2019. 190 funds tracked by Wall St. Rank hold AB as of Q3 2019.

  • Legacy Advisors reported no remaining AllianceBernstein position as of Q3 2019 after selling out during the quarter.
  • Legacy Advisors sold 352 AllianceBernstein shares in Q3 2019, an estimated $10K.
  • Legacy Advisors first reported a position in AllianceBernstein in Q4 2016 and held it in 10 quarters.
  • Legacy Advisors's AllianceBernstein position peaked at $10K in Q2 2019.
  • 190 funds tracked by Wall St. Rank held AllianceBernstein as of Q3 2019.

Based on Legacy Advisors's 13F filing for Q3 2019, filed 10 Oct 2019.