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Triangle Securities Wealth Management’s AllianceBernstein AB Stock Holding History

Triangle Securities 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
2013
Q3 		– Sell
-150
Closed -$3K – 120
2013
Q2 		$3K Buy
+150
New +$3.56K ﹤0.01% 482

Other funds holding AB

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
CIM
Contrarius Investment Management St. Helier, Jersey $1.76B AUM 35.87% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Triangle Securities Wealth Management's AB Position: Q3 2013 in Review

Triangle Securities Wealth Management sold out of AllianceBernstein (AB) in Q3 2013, closing a stake of 150 shares — an estimated $3K sold.

Triangle Securities Wealth Management first reported a position in AB in Q2 2013 and held it in 1 quarter. The position peaked at $3K in Q2 2013. 119 funds tracked by Wall St. Rank hold AB as of Q3 2013.

  • Triangle Securities Wealth Management reported no remaining AllianceBernstein position as of Q3 2013 after selling out during the quarter.
  • Triangle Securities Wealth Management sold 150 AllianceBernstein shares in Q3 2013, an estimated $3K.
  • Triangle Securities Wealth Management first reported a position in AllianceBernstein in Q2 2013 and held it in 1 quarter.
  • Triangle Securities Wealth Management's AllianceBernstein position peaked at $3K in Q2 2013.
  • 119 funds tracked by Wall St. Rank held AllianceBernstein as of Q3 2013.

Based on Triangle Securities Wealth Management's 13F filing for Q3 2013, filed 8 Oct 2013.