Mercer Global Advisors
AFB

Mercer Global Advisors’s AllianceBernstein National Municipal Income Fund AFB Stock Holding History

Mercer Global Advisors’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
2024
Q3 		– Sell
-13,489
Closed -$150K – 1953
2024
Q2 		$150K Sell
13,489
-1,848
-12% -$19.9K ﹤0.01% 1831
2024
Q1 		$169K Buy
+15,337
New +$167K ﹤0.01% 1812
2021
Q1 		– Sell
-20,550
Closed -$296K – 1626
2020
Q4 		$296K Sell
20,550
-47
-0.2% -$651 ﹤0.01% 1072
2020
Q3 		$287K Buy
+20,597
New +$283K ﹤0.01% 986

Other funds holding AFB

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

Mercer Global Advisors's AFB Position: Q3 2024 in Review

Mercer Global Advisors sold out of AllianceBernstein National Municipal Income Fund (AFB) in Q3 2024, closing a stake of 13,489 shares — an estimated $150K sold.

Mercer Global Advisors first reported a position in AFB in Q3 2020 and held it in 4 quarters. The position peaked at $296K in Q4 2020. 80 funds tracked by Wall St. Rank hold AFB as of Q3 2024.

  • Mercer Global Advisors reported no remaining AllianceBernstein National Municipal Income Fund position as of Q3 2024 after selling out during the quarter.
  • Mercer Global Advisors sold 13,489 AllianceBernstein National Municipal Income Fund shares in Q3 2024, an estimated $150K.
  • Mercer Global Advisors first reported a position in AllianceBernstein National Municipal Income Fund in Q3 2020 and held it in 4 quarters.
  • Mercer Global Advisors's AllianceBernstein National Municipal Income Fund position peaked at $296K in Q4 2020.
  • 80 funds tracked by Wall St. Rank held AllianceBernstein National Municipal Income Fund as of Q3 2024.

Based on Mercer Global Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.