Newbridge Financial Services Group’s AllianceBernstein National Municipal Income Fund AFB Stock Holding History

Newbridge Financial Services 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
2021 Q3	–	Sell	-100	Closed	-$2K	–	1371
2021 Q2	$2K	Hold	100	–	–	﹤0.01%	1250
2021 Q1	$1K	Hold	100	–	–	﹤0.01%	1223
2020 Q4	$1K	Hold	100	–	–	﹤0.01%	997
2020 Q3	$1K	Buy	+100	New	+$1.37K	﹤0.01%	948

Other funds holding AFB

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RCM

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

PWS

Private Wealth Strategies New Albany, Ohio $498M AUM 17.23% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

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

Newbridge Financial Services Group's AFB Position: Q3 2021 in Review

Newbridge Financial Services Group sold out of AllianceBernstein National Municipal Income Fund (AFB) in Q3 2021, closing a stake of 100 shares — an estimated $2K sold.

Newbridge Financial Services Group first reported a position in AFB in Q3 2020 and held it in 4 quarters. The position peaked at $2K in Q2 2021. 65 funds tracked by Wall St. Rank hold AFB as of Q3 2021.

Newbridge Financial Services Group reported no remaining AllianceBernstein National Municipal Income Fund position as of Q3 2021 after selling out during the quarter.
Newbridge Financial Services Group sold 100 AllianceBernstein National Municipal Income Fund shares in Q3 2021, an estimated $2K.
Newbridge Financial Services Group first reported a position in AllianceBernstein National Municipal Income Fund in Q3 2020 and held it in 4 quarters.
Newbridge Financial Services Group's AllianceBernstein National Municipal Income Fund position peaked at $2K in Q2 2021.
65 funds tracked by Wall St. Rank held AllianceBernstein National Municipal Income Fund as of Q3 2021.

Based on Newbridge Financial Services Group's 13F filing for Q3 2021, filed 27 Oct 2021.