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Mountain Capital Investment Advisors’s AllianceBernstein AB Stock Holding History

Mountain Capital Investment 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
2017
Q4 		– Sell
-528
Closed -$13K – 36
2017
Q3 		$13K Hold
528
– – 0.01% 236
2017
Q2 		$12K Buy
+528
New +$11.8K 0.01% 273

Other funds holding AB

American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden $4.34B AUM 19.31% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Mountain Capital Investment Advisors's AB Position: Q4 2017 in Review

Mountain Capital Investment Advisors sold out of AllianceBernstein (AB) in Q4 2017, closing a stake of 528 shares — an estimated $13K sold.

Mountain Capital Investment Advisors first reported a position in AB in Q2 2017 and held it in 2 quarters. The position peaked at $13K in Q3 2017. 176 funds tracked by Wall St. Rank hold AB as of Q4 2017.

  • Mountain Capital Investment Advisors reported no remaining AllianceBernstein position as of Q4 2017 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 528 AllianceBernstein shares in Q4 2017, an estimated $13K.
  • Mountain Capital Investment Advisors first reported a position in AllianceBernstein in Q2 2017 and held it in 2 quarters.
  • Mountain Capital Investment Advisors's AllianceBernstein position peaked at $13K in Q3 2017.
  • 176 funds tracked by Wall St. Rank held AllianceBernstein as of Q4 2017.

Based on Mountain Capital Investment Advisors's 13F filing for Q4 2017, filed 9 Feb 2018.