Wealth Enhancement Advisory Services’s AllianceBernstein National Municipal Income Fund AFB Stock Holding History

Wealth Enhancement Advisory Services’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
2024 Q3	–	Sell	-17,735	Closed	-$197K	–	2800
2024 Q2	$197K	Buy	17,735 +4,105	+30%	+$44.2K	﹤0.01%	2305
2024 Q1	$150K	Buy	13,630 +94	+0.7%	+$1.02K	﹤0.01%	2248
2023 Q4	$147K	Buy	13,536 +95	+0.7%	+$945	﹤0.01%	2133
2023 Q3	$126K	Buy	+13,441	New	+$139K	﹤0.01%	2073

Other funds holding AFB

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

COLIM

City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

Wealth Enhancement Advisory Services's AFB Position: Q3 2024 in Review

Wealth Enhancement Advisory Services sold out of AllianceBernstein National Municipal Income Fund (AFB) in Q3 2024, closing a stake of 17,735 shares — an estimated $197K sold.

Wealth Enhancement Advisory Services first reported a position in AFB in Q3 2023 and held it in 4 quarters. The position peaked at $197K in Q2 2024. 80 funds tracked by Wall St. Rank hold AFB as of Q3 2024.

Wealth Enhancement Advisory Services reported no remaining AllianceBernstein National Municipal Income Fund position as of Q3 2024 after selling out during the quarter.
Wealth Enhancement Advisory Services sold 17,735 AllianceBernstein National Municipal Income Fund shares in Q3 2024, an estimated $197K.
Wealth Enhancement Advisory Services first reported a position in AllianceBernstein National Municipal Income Fund in Q3 2023 and held it in 4 quarters.
Wealth Enhancement Advisory Services's AllianceBernstein National Municipal Income Fund position peaked at $197K in Q2 2024.
80 funds tracked by Wall St. Rank held AllianceBernstein National Municipal Income Fund as of Q3 2024.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2024, filed 24 Oct 2024.