AA
ALDW

Apriem Advisors’s Alon USA Partners LP ALDW Stock Holding History

Apriem Advisors’s Portfolio ALDW Stock Details ALDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-350
Closed -$6K – 610
2014
Q2 		$6K Hold
350
– – ﹤0.01% 387
2014
Q1 		$6K Hold
350
– – ﹤0.01% 405
2013
Q4 		$6K Hold
350
– – ﹤0.01% 409
2013
Q3 		$4K Hold
350
– – ﹤0.01% 433
2013
Q2 		$8K Buy
+350
New +$8.57K ﹤0.01% 350

Other funds holding ALDW

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.02B AUM 30.38% 1-Year Est. Return
OAMG
Odey Asset Management Group London, United Kingdom $381M AUM 45.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MCM
McKinley Capital Management Anchorage, Alaska $571M AUM 36.44% 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

Apriem Advisors's ALDW Position: Q3 2014 in Review

Apriem Advisors sold out of Alon USA Partners LP (ALDW) in Q3 2014, closing a stake of 350 shares — an estimated $6K sold.

Apriem Advisors first reported a position in ALDW in Q2 2013 and held it in 5 quarters. The position peaked at $8K in Q2 2013. 39 funds tracked by Wall St. Rank hold ALDW as of Q3 2014.

  • Apriem Advisors reported no remaining Alon USA Partners LP position as of Q3 2014 after selling out during the quarter.
  • Apriem Advisors sold 350 Alon USA Partners LP shares in Q3 2014, an estimated $6K.
  • Apriem Advisors first reported a position in Alon USA Partners LP in Q2 2013 and held it in 5 quarters.
  • Apriem Advisors's Alon USA Partners LP position peaked at $8K in Q2 2013.
  • 39 funds tracked by Wall St. Rank held Alon USA Partners LP as of Q3 2014.

Based on Apriem Advisors's 13F filing for Q3 2014, filed 10 Nov 2014.