USCA RIA
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USCA RIA’s AllianceBernstein National Municipal Income Fund AFB Stock Holding History

USCA RIA’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
2013
Q3 		– Sell
-37,101
Closed -$499K – 247
2013
Q2 		$499K Buy
+37,101
New +$544K 0.25% 114

Other funds holding AFB

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Sit Investment Associates
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Sageworth Trust
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Parametric Portfolio Associates
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
ACM
Argentus Capital Management Dallas, Texas $284M AUM 12.72% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

USCA RIA's AFB Position: Q3 2013 in Review

USCA RIA sold out of AllianceBernstein National Municipal Income Fund (AFB) in Q3 2013, closing a stake of 37,101 shares — an estimated $499K sold.

USCA RIA first reported a position in AFB in Q2 2013 and held it in 1 quarter. The position peaked at $499K in Q2 2013. 38 funds tracked by Wall St. Rank hold AFB as of Q3 2013.

  • USCA RIA reported no remaining AllianceBernstein National Municipal Income Fund position as of Q3 2013 after selling out during the quarter.
  • USCA RIA sold 37,101 AllianceBernstein National Municipal Income Fund shares in Q3 2013, an estimated $499K.
  • USCA RIA first reported a position in AllianceBernstein National Municipal Income Fund in Q2 2013 and held it in 1 quarter.
  • USCA RIA's AllianceBernstein National Municipal Income Fund position peaked at $499K in Q2 2013.
  • 38 funds tracked by Wall St. Rank held AllianceBernstein National Municipal Income Fund as of Q3 2013.

Based on USCA RIA's 13F filing for Q3 2013, filed 14 Nov 2013.