WFI
AFB

West Family Investments’s AllianceBernstein National Municipal Income Fund AFB Stock Holding History

West Family Investments’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
2014
Q2 		– Sell
-22,450
Closed -$298K – 106
2014
Q1 		$298K Hold
22,450
– – 0.07% 87
2013
Q4 		$281K Buy
+22,450
New +$283K 0.06% 87

Other funds holding AFB

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
SWM
Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return

West Family Investments's AFB Position: Q2 2014 in Review

West Family Investments sold out of AllianceBernstein National Municipal Income Fund (AFB) in Q2 2014, closing a stake of 22,450 shares — an estimated $298K sold.

West Family Investments first reported a position in AFB in Q4 2013 and held it in 2 quarters. The position peaked at $298K in Q1 2014. 34 funds tracked by Wall St. Rank hold AFB as of Q2 2014.

  • West Family Investments reported no remaining AllianceBernstein National Municipal Income Fund position as of Q2 2014 after selling out during the quarter.
  • West Family Investments sold 22,450 AllianceBernstein National Municipal Income Fund shares in Q2 2014, an estimated $298K.
  • West Family Investments first reported a position in AllianceBernstein National Municipal Income Fund in Q4 2013 and held it in 2 quarters.
  • West Family Investments's AllianceBernstein National Municipal Income Fund position peaked at $298K in Q1 2014.
  • 34 funds tracked by Wall St. Rank held AllianceBernstein National Municipal Income Fund as of Q2 2014.

Based on West Family Investments's 13F filing for Q2 2014, filed 13 Aug 2014.