WFG Advisors’s AllianceBernstein AB Stock Holding History

WFG Advisors’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
2017 Q2	$149K	Buy	6,311 +1,228	+24%	+$27.5K	0.03%	433
2017 Q1	$116K	Sell	5,083 -3,109	-38%	-$72.1K	0.03%	450
2016 Q4	$192K	Buy	+8,192	New	+$185K	0.05%	397
2015 Q3	–	Sell	-16,236	Closed	-$479K	–	1597
2015 Q2	$479K	Sell	16,236 -68	-0.4%	-$2.11K	0.13%	169
2015 Q1	$503K	Sell	16,304 -4,737	-23%	-$129K	0.14%	173
2014 Q4	$543K	Buy	21,041 +2,713	+15%	+$69.5K	0.11%	204
2014 Q3	$477K	Buy	18,328 +8,604	+88%	+$230K	0.09%	264
2014 Q2	$252K	Buy	9,724 +2,576	+36%	+$64.3K	0.05%	402
2014 Q1	$178K	Sell	7,148 -1,426	-17%	-$33.4K	0.04%	463
2013 Q4	$183K	Buy	8,574 +33	+0.4%	+$709	0.03%	543
2013 Q3	$170K	Sell	8,541 -5,427	-39%	-$112K	0.03%	535
2013 Q2	$291K	Buy	+13,968	New	+$331K	0.05%	373

Other funds holding AB

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

WFG Advisors's AB Position: Q2 2017 in Review

WFG Advisors increased its AllianceBernstein (AB) stake by 24% in Q2 2017, buying an estimated $27.5K and bringing the position to 6,311 shares worth $149K. The position accounts for 0.03% of the portfolio, ranked #433.

WFG Advisors first reported a position in AB in Q2 2013 and has held it in 12 quarters since. The position peaked at $543K in Q4 2014. 157 funds tracked by Wall St. Rank hold AB as of Q2 2017.

WFG Advisors held 6,311 shares of AllianceBernstein worth $149K as of Q2 2017.
WFG Advisors bought 1,228 AllianceBernstein shares in Q2 2017, an estimated $27.5K.
AllianceBernstein made up 0.03% of WFG Advisors's portfolio in Q2 2017, its #433 holding.
WFG Advisors first reported a position in AllianceBernstein in Q2 2013 and has held it in 12 quarters since.
WFG Advisors's AllianceBernstein position peaked at $543K in Q4 2014.
157 funds tracked by Wall St. Rank held AllianceBernstein as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.