Winslow Evans & Crocker’s AllianceBernstein AB Stock Holding History

Winslow Evans & Crocker’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
2018 Q4	–	Sell	-100	Closed	-$4K	–	1094
2018 Q3	$4K	Hold	100	–	–	﹤0.01%	939
2018 Q2	$4K	Hold	100	–	–	﹤0.01%	943
2018 Q1	$2.69K	Hold	100	–	–	﹤0.01%	986
2017 Q4	$2.51K	Hold	100	–	–	﹤0.01%	1011
2017 Q3	$2.43K	Hold	100	–	–	﹤0.01%	1008
2017 Q2	$2.37K	Hold	100	–	–	﹤0.01%	1166
2017 Q1	$2.29K	Hold	100	–	–	﹤0.01%	1135
2016 Q4	$2.35K	Hold	100	–	–	﹤0.01%	1136
2016 Q3	$2.28K	Hold	100	–	–	﹤0.01%	1170
2016 Q2	$2.33K	Hold	100	–	–	﹤0.01%	1152
2016 Q1	$2.34K	Hold	100	–	–	﹤0.01%	1147
2015 Q4	$2.39K	Hold	100	–	–	﹤0.01%	1207
2015 Q3	$2.66K	Buy	+100	New	+$2.74K	﹤0.01%	1134

Other funds holding AB

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

FIM

Foresters Investment Management New York $5.05B AUM 5.06% 1-Year Est. Return

Winslow Evans & Crocker's AB Position: Q4 2018 in Review

Winslow Evans & Crocker sold out of AllianceBernstein (AB) in Q4 2018, closing a stake of 100 shares — an estimated $4K sold.

Winslow Evans & Crocker first reported a position in AB in Q3 2015 and held it in 13 quarters. The position peaked at $4K in Q3 2018. 187 funds tracked by Wall St. Rank hold AB as of Q4 2018.

Winslow Evans & Crocker reported no remaining AllianceBernstein position as of Q4 2018 after selling out during the quarter.
Winslow Evans & Crocker sold 100 AllianceBernstein shares in Q4 2018, an estimated $4K.
Winslow Evans & Crocker first reported a position in AllianceBernstein in Q3 2015 and held it in 13 quarters.
Winslow Evans & Crocker's AllianceBernstein position peaked at $4K in Q3 2018.
187 funds tracked by Wall St. Rank held AllianceBernstein as of Q4 2018.

Based on Winslow Evans & Crocker's 13F filing for Q4 2018, filed 23 Jan 2019.