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Woodley Farra Manion Portfolio Management’s AllianceBernstein AB Stock Holding History

Woodley Farra Manion Portfolio 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
2020
Q2 		– Sell
-30
Closed -$1K – 415
2020
Q1 		$1K Hold
30
– – ﹤0.01% 383
2019
Q4 		$1K Buy
+30
New +$875 ﹤0.01% 376

Other funds holding AB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FP
Foundry Partners Minneapolis, Minnesota $1.89B AUM 9.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Woodley Farra Manion Portfolio Management's AB Position: Q2 2020 in Review

Woodley Farra Manion Portfolio Management sold out of AllianceBernstein (AB) in Q2 2020, closing a stake of 30 shares — an estimated $1K sold.

Woodley Farra Manion Portfolio Management first reported a position in AB in Q4 2019 and held it in 2 quarters. The position peaked at $1K in Q1 2020. 193 funds tracked by Wall St. Rank hold AB as of Q2 2020.

  • Woodley Farra Manion Portfolio Management reported no remaining AllianceBernstein position as of Q2 2020 after selling out during the quarter.
  • Woodley Farra Manion Portfolio Management sold 30 AllianceBernstein shares in Q2 2020, an estimated $1K.
  • Woodley Farra Manion Portfolio Management first reported a position in AllianceBernstein in Q4 2019 and held it in 2 quarters.
  • Woodley Farra Manion Portfolio Management's AllianceBernstein position peaked at $1K in Q1 2020.
  • 193 funds tracked by Wall St. Rank held AllianceBernstein as of Q2 2020.

Based on Woodley Farra Manion Portfolio Management's 13F filing for Q2 2020, filed 12 Aug 2020.