UCFA
ACG

United Capital Financial Advisors’s AllianceBernstein Income Fund Inc ACG Stock Holding History

United Capital Financial Advisors’s Portfolio ACG Stock Details ACG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-11,850
Closed -$93K – 1317
2016
Q1 		$93K Buy
+11,850
New +$91.3K ﹤0.01% 1181
2015
Q3 		– Sell
-13,404
Closed -$100K – 1345
2015
Q2 		$100K Sell
13,404
-3,455
-20% -$26.5K ﹤0.01% 1229
2015
Q1 		$131K Sell
16,859
-30
-0.2% -$226 ﹤0.01% 1208
2014
Q4 		$126K Hold
16,889
– – ﹤0.01% 1127
2014
Q3 		$127K Buy
+16,889
New +$127K ﹤0.01% 1074
2014
Q2 		– Sell
-16,889
Closed -$124K – 979
2014
Q1 		$124K Sell
16,889
-3,273
-16% -$24.2K ﹤0.01% 905
2013
Q4 		$144K Hold
20,162
– – ﹤0.01% 617
2013
Q3 		$142K Buy
20,162
+2,777
+16% +$19.7K ﹤0.01% 654
2013
Q2 		$130K Buy
+17,385
New +$139K ﹤0.01% 674

Other funds holding ACG

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return
ZAM
Zevin Asset Management Boston, Massachusetts $713M AUM 19.82% 1-Year Est. Return
HFA
High Falls Advisors Rochester, New York $494M AUM 16.81% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

United Capital Financial Advisors's ACG Position: Q2 2016 in Review

United Capital Financial Advisors sold out of AllianceBernstein Income Fund Inc (ACG) in Q2 2016, closing a stake of 11,850 shares — an estimated $93K sold.

United Capital Financial Advisors first reported a position in ACG in Q2 2013 and held it in 9 quarters. The position peaked at $144K in Q4 2013. 5 funds tracked by Wall St. Rank hold ACG as of Q2 2016.

  • United Capital Financial Advisors reported no remaining AllianceBernstein Income Fund Inc position as of Q2 2016 after selling out during the quarter.
  • United Capital Financial Advisors sold 11,850 AllianceBernstein Income Fund Inc shares in Q2 2016, an estimated $93K.
  • United Capital Financial Advisors first reported a position in AllianceBernstein Income Fund Inc in Q2 2013 and held it in 9 quarters.
  • United Capital Financial Advisors's AllianceBernstein Income Fund Inc position peaked at $144K in Q4 2013.
  • 5 funds tracked by Wall St. Rank held AllianceBernstein Income Fund Inc as of Q2 2016.

Based on United Capital Financial Advisors's 13F filing for Q2 2016, filed 15 Aug 2016.