AWS
AHGP

Aris Wealth Services’s Alliance Holdings GP AHGP Stock Holding History

Aris Wealth Services’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
2015
Q3 		$12K Hold
400
– – 0.03% 209
2015
Q2 		$16K Hold
400
– – 0.01% 332
2015
Q1 		$21K Buy
+400
New +$21.7K 0.02% 313

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
NI
NFC Investments Memphis, Tennessee $359M AUM 11.31% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
SC
Selz Capital New York $570M AUM 35.56% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

Aris Wealth Services's AHGP Position: Q3 2015 in Review

Aris Wealth Services held its Alliance Holdings GP (AHGP) position steady in Q3 2015 at 400 shares worth $12K. The position accounts for 0.03% of the portfolio, ranked #209.

Aris Wealth Services first reported a position in AHGP in Q1 2015 and has held it in 3 quarters since. The position peaked at $21K in Q1 2015. 70 funds tracked by Wall St. Rank hold AHGP as of Q3 2015.

  • Aris Wealth Services held 400 shares of Alliance Holdings GP worth $12K as of Q3 2015.
  • Aris Wealth Services left its Alliance Holdings GP share count unchanged in Q3 2015.
  • Alliance Holdings GP made up 0.03% of Aris Wealth Services's portfolio in Q3 2015, its #209 holding.
  • Aris Wealth Services first reported a position in Alliance Holdings GP in Q1 2015 and has held it in 3 quarters since.
  • Aris Wealth Services's Alliance Holdings GP position peaked at $21K in Q1 2015.
  • 70 funds tracked by Wall St. Rank held Alliance Holdings GP as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.