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Wealthspire Advisors (Maryland)’s AllianceBernstein AB Stock Holding History

Wealthspire Advisors (Maryland)’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
2018
Q1 		– Sell
-525
Closed -$13K – 2480
2017
Q4 		$13K Hold
525
– – ﹤0.01% 1474
2017
Q3 		$13K Hold
525
– – ﹤0.01% 1462
2017
Q2 		$12K Buy
+525
New +$11.8K ﹤0.01% 1453

Other funds holding AB

American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden $4.34B AUM 19.31% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s AB Position: Q1 2018 in Review

Wealthspire Advisors (Maryland) sold out of AllianceBernstein (AB) in Q1 2018, closing a stake of 525 shares — an estimated $13K sold.

Wealthspire Advisors (Maryland) first reported a position in AB in Q2 2017 and held it in 3 quarters. The position peaked at $13K in Q4 2017. 174 funds tracked by Wall St. Rank hold AB as of Q1 2018.

  • Wealthspire Advisors (Maryland) reported no remaining AllianceBernstein position as of Q1 2018 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 525 AllianceBernstein shares in Q1 2018, an estimated $13K.
  • Wealthspire Advisors (Maryland) first reported a position in AllianceBernstein in Q2 2017 and held it in 3 quarters.
  • Wealthspire Advisors (Maryland)'s AllianceBernstein position peaked at $13K in Q4 2017.
  • 174 funds tracked by Wall St. Rank held AllianceBernstein as of Q1 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q1 2018, filed 3 May 2018.