SIM
AFB

Strategic Investment Management’s AllianceBernstein National Municipal Income Fund AFB Stock Holding History

Strategic Investment Management’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
2016
Q4 		– Sell
-17,173
Closed -$252K – 122
2016
Q3 		$252K Buy
+17,173
New +$254K 0.18% 51

Other funds holding AFB

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
EDRIA
Edmonds Duncan Registered Investment Advisors Lawrence, Kansas $457M AUM 23% 1-Year Est. Return

Strategic Investment Management's AFB Position: Q4 2016 in Review

Strategic Investment Management sold out of AllianceBernstein National Municipal Income Fund (AFB) in Q4 2016, closing a stake of 17,173 shares — an estimated $252K sold.

Strategic Investment Management first reported a position in AFB in Q3 2016 and held it in 1 quarter. The position peaked at $252K in Q3 2016. 56 funds tracked by Wall St. Rank hold AFB as of Q4 2016.

  • Strategic Investment Management reported no remaining AllianceBernstein National Municipal Income Fund position as of Q4 2016 after selling out during the quarter.
  • Strategic Investment Management sold 17,173 AllianceBernstein National Municipal Income Fund shares in Q4 2016, an estimated $252K.
  • Strategic Investment Management first reported a position in AllianceBernstein National Municipal Income Fund in Q3 2016 and held it in 1 quarter.
  • Strategic Investment Management's AllianceBernstein National Municipal Income Fund position peaked at $252K in Q3 2016.
  • 56 funds tracked by Wall St. Rank held AllianceBernstein National Municipal Income Fund as of Q4 2016.

Based on Strategic Investment Management's 13F filing for Q4 2016, filed 15 Feb 2017.