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

Next Financial 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
2017 Q4	–	Sell	-500	Closed	-$7K	–	298
2017 Q3	$7K	Hold	500	–	–	﹤0.01%	1319
2017 Q2	$7K	Hold	500	–	–	﹤0.01%	1434
2017 Q1	$7K	Sell	500 -2,943	-85%	-$39.3K	﹤0.01%	1389
2016 Q4	$46K	Buy	3,443 +36	+1%	+$490	0.01%	1001
2016 Q3	$50K	Buy	3,407 +2,007	+143%	+$29.7K	0.01%	937
2016 Q2	$21K	Hold	1,400	–	–	0.01%	944
2016 Q1	$20K	Buy	+1,400	New	+$19.7K	0.01%	924
2014 Q4	–	Sell	-2,599	Closed	-$35K	–	1891
2014 Q3	$35K	Buy	2,599 +27	+1%	+$367	0.01%	1125
2014 Q2	$35K	Buy	+2,572	New	+$35.2K	0.02%	436

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

AAM

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

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

RCM

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

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

RCM

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

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

1CP

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

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Next Financial Group's AFB Position: Q4 2017 in Review

Next Financial Group sold out of AllianceBernstein National Municipal Income Fund (AFB) in Q4 2017, closing a stake of 500 shares — an estimated $7K sold.

Next Financial Group first reported a position in AFB in Q2 2014 and held it in 9 quarters. The position peaked at $50K in Q3 2016. 63 funds tracked by Wall St. Rank hold AFB as of Q4 2017.

Next Financial Group reported no remaining AllianceBernstein National Municipal Income Fund position as of Q4 2017 after selling out during the quarter.
Next Financial Group sold 500 AllianceBernstein National Municipal Income Fund shares in Q4 2017, an estimated $7K.
Next Financial Group first reported a position in AllianceBernstein National Municipal Income Fund in Q2 2014 and held it in 9 quarters.
Next Financial Group's AllianceBernstein National Municipal Income Fund position peaked at $50K in Q3 2016.
63 funds tracked by Wall St. Rank held AllianceBernstein National Municipal Income Fund as of Q4 2017.

Based on Next Financial Group's 13F filing for Q4 2017, filed 16 Jan 2018.