Walled Lake Planning & Wealth Management’s AllianceBernstein National Municipal Income Fund AFB Stock Holding History

Walled Lake Planning & Wealth Management’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
2021 Q1	–	Sell	-149	Closed	-$2K	–	309
2020 Q4	$2K	Sell	149 -148	-50%	-$2.05K	﹤0.01%	275
2020 Q3	$4K	Buy	297 +4	+1%	+$55	﹤0.01%	258
2020 Q2	$4K	Buy	293 +3	+1%	+$39	﹤0.01%	247
2020 Q1	$4K	Buy	+290	New	+$3.97K	﹤0.01%	238

Other funds holding AFB

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

PWS

Private Wealth Strategies New Albany, Ohio $498M AUM 17.23% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BPA

Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Walled Lake Planning & Wealth Management's AFB Position: Q1 2021 in Review

Walled Lake Planning & Wealth Management sold out of AllianceBernstein National Municipal Income Fund (AFB) in Q1 2021, closing a stake of 149 shares — an estimated $2K sold.

Walled Lake Planning & Wealth Management first reported a position in AFB in Q1 2020 and held it in 4 quarters. The position peaked at $4K in Q3 2020. 68 funds tracked by Wall St. Rank hold AFB as of Q1 2021.

Walled Lake Planning & Wealth Management reported no remaining AllianceBernstein National Municipal Income Fund position as of Q1 2021 after selling out during the quarter.
Walled Lake Planning & Wealth Management sold 149 AllianceBernstein National Municipal Income Fund shares in Q1 2021, an estimated $2K.
Walled Lake Planning & Wealth Management first reported a position in AllianceBernstein National Municipal Income Fund in Q1 2020 and held it in 4 quarters.
Walled Lake Planning & Wealth Management's AllianceBernstein National Municipal Income Fund position peaked at $4K in Q3 2020.
68 funds tracked by Wall St. Rank held AllianceBernstein National Municipal Income Fund as of Q1 2021.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.