SFM
AB icon

Systematic Financial Management’s AllianceBernstein AB Stock Holding History

Systematic Financial Management’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
2014
Q4 		– Sell
-84,230
Closed -$2.19M – 676
2014
Q3 		$2.19M Buy
84,230
+5,710
+7% +$153K 0.02% 494
2014
Q2 		$2.03M Buy
+78,520
New +$1.96M 0.01% 415

Other funds holding AB

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Systematic Financial Management's AB Position: Q4 2014 in Review

Systematic Financial Management sold out of AllianceBernstein (AB) in Q4 2014, closing a stake of 84,230 shares — an estimated $2.19M sold.

Systematic Financial Management first reported a position in AB in Q2 2014 and held it in 2 quarters. The position peaked at $2.19M in Q3 2014. 151 funds tracked by Wall St. Rank hold AB as of Q4 2014.

  • Systematic Financial Management reported no remaining AllianceBernstein position as of Q4 2014 after selling out during the quarter.
  • Systematic Financial Management sold 84,230 AllianceBernstein shares in Q4 2014, an estimated $2.19M.
  • Systematic Financial Management first reported a position in AllianceBernstein in Q2 2014 and held it in 2 quarters.
  • Systematic Financial Management's AllianceBernstein position peaked at $2.19M in Q3 2014.
  • 151 funds tracked by Wall St. Rank held AllianceBernstein as of Q4 2014.

Based on Systematic Financial Management's 13F filing for Q4 2014, filed 10 Feb 2015.