BWM
AHGP

Baystate Wealth Management’s Alliance Holdings GP AHGP Stock Holding History

Baystate Wealth Management’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
2013
Q3 		– Sell
-900
Closed -$57K – 260
2013
Q2 		$57K Buy
+900
New +$53K 0.03% 94

Other funds holding AHGP

Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.02B AUM 30.38% 1-Year Est. Return
SCA
Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Baystate Wealth Management's AHGP Position: Q3 2013 in Review

Baystate Wealth Management sold out of Alliance Holdings GP (AHGP) in Q3 2013, closing a stake of 900 shares — an estimated $57K sold.

Baystate Wealth Management first reported a position in AHGP in Q2 2013 and held it in 1 quarter. The position peaked at $57K in Q2 2013. 77 funds tracked by Wall St. Rank hold AHGP as of Q3 2013.

  • Baystate Wealth Management reported no remaining Alliance Holdings GP position as of Q3 2013 after selling out during the quarter.
  • Baystate Wealth Management sold 900 Alliance Holdings GP shares in Q3 2013, an estimated $57K.
  • Baystate Wealth Management first reported a position in Alliance Holdings GP in Q2 2013 and held it in 1 quarter.
  • Baystate Wealth Management's Alliance Holdings GP position peaked at $57K in Q2 2013.
  • 77 funds tracked by Wall St. Rank held Alliance Holdings GP as of Q3 2013.

Based on Baystate Wealth Management's 13F filing for Q3 2013, filed 8 Oct 2013.