AR
AHGP

Advisory Research’s Alliance Holdings GP AHGP Stock Holding History

Advisory Research’s Portfolio AHGP Stock Details AHGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-471,625
Closed -$9.92M – 271
2016
Q2 		$9.92M Hold
471,625
– – 0.17% 98
2016
Q1 		$6.89M Sell
471,625
-10,000
-2% -$152K 0.13% 113
2015
Q4 		$9.72M Sell
481,625
-55,850
-10% -$1.46M 0.15% 130
2015
Q3 		$16.6M Buy
537,475
+107,910
+25% +$3.89M 0.24% 108
2015
Q2 		$16.8M Hold
429,565
– – 0.19% 124
2015
Q1 		$22.2M Sell
429,565
-1,685
-0.4% -$91.6K 0.24% 98
2014
Q4 		$26.3M Sell
431,250
-18,805
-4% -$1.22M 0.27% 89
2014
Q3 		$30.7M Sell
450,055
-22,085
-5% -$1.54M 0.3% 81
2014
Q2 		$30.6M Sell
472,140
-312,798
-40% -$20.1M 0.28% 84
2014
Q1 		$48.8M Buy
784,938
+10,271
+1% +$613K 0.5% 58
2013
Q4 		$45.4M Sell
774,667
-56,126
-7% -$3.23M 0.47% 65
2013
Q3 		$49.7M Sell
830,793
-518
-0.1% -$32.2K 0.54% 57
2013
Q2 		$53M Buy
+831,311
New +$48.9M 0.6% 52

Other funds holding AHGP

Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 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
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
SC
Selz Capital New York $570M AUM 35.56% 1-Year Est. Return
NI
NFC Investments Memphis, Tennessee $359M AUM 11.31% 1-Year Est. Return
MLIM
Mountain Lake Investment Management Boca Raton, Florida $155M AUM 38.76% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

Advisory Research's AHGP Position: Q3 2016 in Review

Advisory Research sold out of Alliance Holdings GP (AHGP) in Q3 2016, closing a stake of 471,625 shares — an estimated $9.92M sold.

Advisory Research first reported a position in AHGP in Q2 2013 and held it in 13 quarters. The position peaked at $53M in Q2 2013. 65 funds tracked by Wall St. Rank hold AHGP as of Q3 2016.

  • Advisory Research reported no remaining Alliance Holdings GP position as of Q3 2016 after selling out during the quarter.
  • Advisory Research sold 471,625 Alliance Holdings GP shares in Q3 2016, an estimated $9.92M.
  • Advisory Research first reported a position in Alliance Holdings GP in Q2 2013 and held it in 13 quarters.
  • Advisory Research's Alliance Holdings GP position peaked at $53M in Q2 2013.
  • 65 funds tracked by Wall St. Rank held Alliance Holdings GP as of Q3 2016.

Based on Advisory Research's 13F filing for Q3 2016, filed 14 Nov 2016.