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 $6.56B AUM 35.09% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

LSA

Liberty Street Advisors New York $507M AUM 59.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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.