WA
AFB

WFG Advisors’s AllianceBernstein National Municipal Income Fund AFB Stock Holding History

WFG Advisors’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
2015
Q1 		– Sell
-1,654
Closed -$23K – 1755
2014
Q4 		$23K Hold
1,654
– – ﹤0.01% 1168
2014
Q3 		$22K Hold
1,654
– – ﹤0.01% 1235
2014
Q2 		$23K Hold
1,654
– – ﹤0.01% 1213
2014
Q1 		$22K Buy
1,654
+400
+32% +$5.2K ﹤0.01% 1210
2013
Q4 		$16K Hold
1,254
– – ﹤0.01% 1415
2013
Q3 		$16K Hold
1,254
– – ﹤0.01% 1346
2013
Q2 		$17K Buy
+1,254
New +$18.4K ﹤0.01% 1260

Other funds holding AFB

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
LSA
Liberty Street Advisors New York $41.4M AUM 34.47% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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

WFG Advisors's AFB Position: Q1 2015 in Review

WFG Advisors sold out of AllianceBernstein National Municipal Income Fund (AFB) in Q1 2015, closing a stake of 1,654 shares — an estimated $23K sold.

WFG Advisors first reported a position in AFB in Q2 2013 and held it in 7 quarters. The position peaked at $23K in Q4 2014. 40 funds tracked by Wall St. Rank hold AFB as of Q1 2015.

  • WFG Advisors reported no remaining AllianceBernstein National Municipal Income Fund position as of Q1 2015 after selling out during the quarter.
  • WFG Advisors sold 1,654 AllianceBernstein National Municipal Income Fund shares in Q1 2015, an estimated $23K.
  • WFG Advisors first reported a position in AllianceBernstein National Municipal Income Fund in Q2 2013 and held it in 7 quarters.
  • WFG Advisors's AllianceBernstein National Municipal Income Fund position peaked at $23K in Q4 2014.
  • 40 funds tracked by Wall St. Rank held AllianceBernstein National Municipal Income Fund as of Q1 2015.

Based on WFG Advisors's 13F filing for Q1 2015, filed 12 May 2015.