Taylor Hoffman Wealth Management’s AllianceBernstein AB Stock Holding History

Taylor Hoffman Wealth 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
2018 Q1	–	Sell	-2,500	Closed	-$63K	–	439
2017 Q4	$63K	Buy	+2,500	New	+$63.2K	0.06%	163

Other funds holding AB

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden $4.34B AUM 19.31% 1-Year Est. Return

Taylor Hoffman Wealth Management's AB Position: Q1 2018 in Review

Taylor Hoffman Wealth Management sold out of AllianceBernstein (AB) in Q1 2018, closing a stake of 2,500 shares — an estimated $63K sold.

Taylor Hoffman Wealth Management first reported a position in AB in Q4 2017 and held it in 1 quarter. The position peaked at $63K in Q4 2017. 174 funds tracked by Wall St. Rank hold AB as of Q1 2018.

Taylor Hoffman Wealth Management reported no remaining AllianceBernstein position as of Q1 2018 after selling out during the quarter.
Taylor Hoffman Wealth Management sold 2,500 AllianceBernstein shares in Q1 2018, an estimated $63K.
Taylor Hoffman Wealth Management first reported a position in AllianceBernstein in Q4 2017 and held it in 1 quarter.
Taylor Hoffman Wealth Management's AllianceBernstein position peaked at $63K in Q4 2017.
174 funds tracked by Wall St. Rank held AllianceBernstein as of Q1 2018.

Based on Taylor Hoffman Wealth Management's 13F filing for Q1 2018, filed 10 May 2018.