WIM
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Westside Investment Management’s AllianceBernstein AB Stock Holding History

Westside Investment Management’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
2019
Q2 		$2.94K Buy
+100
New +$2.9K 0.01% 90
2018
Q4 		$2.88K Hold
100
– – ﹤0.01% 603
2018
Q3 		$2.96K Hold
100
– – ﹤0.01% 652
2018
Q2 		$2.93K Buy
+100
New +$2.77K ﹤0.01% 744

Other funds holding AB

MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
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
FP
Foundry Partners Minneapolis, Minnesota $1.89B AUM 9.84% 1-Year Est. Return
FIM
Foresters Investment Management New York $5.05B AUM 5.06% 1-Year Est. Return

Westside Investment Management's AB Position: Q2 2019 in Review

Westside Investment Management opened a new position in AllianceBernstein (AB) in Q2 2019: 100 shares worth $2.94K. The stake represents 0.01% of the portfolio and ranks #90 among its holdings. This is a return to the name: Westside Investment Management previously reported a position in AB as recently as Q4 2018.

Westside Investment Management first reported a position in AB in Q2 2018 and has held it in 4 quarters since. The position peaked at $2.96K in Q3 2018. 187 funds tracked by Wall St. Rank hold AB as of Q2 2019.

  • Westside Investment Management held 100 shares of AllianceBernstein worth $2.94K as of Q2 2019.
  • AllianceBernstein was a new Westside Investment Management position in Q2 2019.
  • AllianceBernstein made up 0.01% of Westside Investment Management's portfolio in Q2 2019, its #90 holding.
  • Westside Investment Management first reported a position in AllianceBernstein in Q2 2018 and has held it in 4 quarters since.
  • Westside Investment Management's AllianceBernstein position peaked at $2.96K in Q3 2018.
  • 187 funds tracked by Wall St. Rank held AllianceBernstein as of Q2 2019.

Based on Westside Investment Management's 13F filing for Q2 2019, filed 24 Jul 2019.