SFWA
AFB

Summit Financial Wealth Advisors’s AllianceBernstein National Municipal Income Fund AFB Stock Holding History

Summit Financial Wealth 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
2015
Q3 		– Sell
-547
Closed -$7K – 219
2015
Q2 		$7K Buy
+547
New +$7.33K ﹤0.01% 239

Other funds holding AFB

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
SCA
Samson Capital Advisors New York $228M AUM 0.84% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LSA
Liberty Street Advisors New York $41.4M AUM 34.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Summit Financial Wealth Advisors's AFB Position: Q3 2015 in Review

Summit Financial Wealth Advisors sold out of AllianceBernstein National Municipal Income Fund (AFB) in Q3 2015, closing a stake of 547 shares — an estimated $7K sold.

Summit Financial Wealth Advisors first reported a position in AFB in Q2 2015 and held it in 1 quarter. The position peaked at $7K in Q2 2015. 50 funds tracked by Wall St. Rank hold AFB as of Q3 2015.

  • Summit Financial Wealth Advisors reported no remaining AllianceBernstein National Municipal Income Fund position as of Q3 2015 after selling out during the quarter.
  • Summit Financial Wealth Advisors sold 547 AllianceBernstein National Municipal Income Fund shares in Q3 2015, an estimated $7K.
  • Summit Financial Wealth Advisors first reported a position in AllianceBernstein National Municipal Income Fund in Q2 2015 and held it in 1 quarter.
  • Summit Financial Wealth Advisors's AllianceBernstein National Municipal Income Fund position peaked at $7K in Q2 2015.
  • 50 funds tracked by Wall St. Rank held AllianceBernstein National Municipal Income Fund as of Q3 2015.

Based on Summit Financial Wealth Advisors's 13F filing for Q3 2015, filed 19 Oct 2015.