WAM
ACG

Wealthspire Advisors (Maryland)’s AllianceBernstein Income Fund Inc ACG Stock Holding History

Wealthspire Advisors (Maryland)’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
-2,624
Closed -$21K – 1916
2016
Q1 		$21K Buy
2,624
+507
+24% +$3.91K ﹤0.01% 967
2015
Q4 		$16K Buy
+2,117
New +$16.7K ﹤0.01% 1059

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 0.66% 1-Year Est. Return
ZAM
Zevin Asset Management Boston, Massachusetts $723M AUM 15.62% 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

Wealthspire Advisors (Maryland)'s ACG Position: Q2 2016 in Review

Wealthspire Advisors (Maryland) sold out of AllianceBernstein Income Fund Inc (ACG) in Q2 2016, closing a stake of 2,624 shares — an estimated $21K sold.

Wealthspire Advisors (Maryland) first reported a position in ACG in Q4 2015 and held it in 2 quarters. The position peaked at $21K in Q1 2016. 5 funds tracked by Wall St. Rank hold ACG as of Q2 2016.

  • Wealthspire Advisors (Maryland) reported no remaining AllianceBernstein Income Fund Inc position as of Q2 2016 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 2,624 AllianceBernstein Income Fund Inc shares in Q2 2016, an estimated $21K.
  • Wealthspire Advisors (Maryland) first reported a position in AllianceBernstein Income Fund Inc in Q4 2015 and held it in 2 quarters.
  • Wealthspire Advisors (Maryland)'s AllianceBernstein Income Fund Inc position peaked at $21K in Q1 2016.
  • 5 funds tracked by Wall St. Rank held AllianceBernstein Income Fund Inc as of Q2 2016.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2016, filed 12 Aug 2016.