TWA
AFB

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

TCI 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
2017
Q1 		– Sell
-5,000
Closed -$66K – 1277
2016
Q4 		$66K Buy
+5,000
New +$68.1K 0.03% 283
2014
Q3 		– Sell
-893
Closed -$12K – 883
2014
Q2 		$12K Buy
+893
New +$12.2K 0.01% 430

Other funds holding AFB

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
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EDRIA
Edmonds Duncan Registered Investment Advisors Lawrence, Kansas $457M AUM 23% 1-Year Est. Return

TCI Wealth Advisors's AFB Position: Q1 2017 in Review

TCI Wealth Advisors sold out of AllianceBernstein National Municipal Income Fund (AFB) in Q1 2017, closing a stake of 5,000 shares — an estimated $66K sold.

TCI Wealth Advisors first reported a position in AFB in Q2 2014 and held it in 2 quarters. The position peaked at $66K in Q4 2016. 57 funds tracked by Wall St. Rank hold AFB as of Q1 2017.

  • TCI Wealth Advisors reported no remaining AllianceBernstein National Municipal Income Fund position as of Q1 2017 after selling out during the quarter.
  • TCI Wealth Advisors sold 5,000 AllianceBernstein National Municipal Income Fund shares in Q1 2017, an estimated $66K.
  • TCI Wealth Advisors first reported a position in AllianceBernstein National Municipal Income Fund in Q2 2014 and held it in 2 quarters.
  • TCI Wealth Advisors's AllianceBernstein National Municipal Income Fund position peaked at $66K in Q4 2016.
  • 57 funds tracked by Wall St. Rank held AllianceBernstein National Municipal Income Fund as of Q1 2017.

Based on TCI Wealth Advisors's 13F filing for Q1 2017, filed 4 May 2017.