Capstone Investment Advisors
ALJ

Capstone Investment Advisors’s Alon USA Energy Inc ALJ Stock Holding History

Capstone Investment Advisors’s Portfolio ALJ Stock Details ALJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-36,297
Closed -$269K – 998
2016
Q2 		$234K Buy
+36,297
New +$313K ﹤0.01% 601

Other funds holding ALJ

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Capstone Investment Advisors's ALJ Position: Q3 2016 in Review

Capstone Investment Advisors sold out of Alon USA Energy Inc (ALJ) in Q3 2016, closing a stake of 36,297 shares — an estimated $269K sold.

Capstone Investment Advisors first reported a position in ALJ in Q2 2016 and held it in 1 quarter. The position peaked at $234K in Q2 2016. 136 funds tracked by Wall St. Rank hold ALJ as of Q3 2016.

  • Capstone Investment Advisors reported no remaining Alon USA Energy Inc position as of Q3 2016 after selling out during the quarter.
  • Capstone Investment Advisors sold 36,297 Alon USA Energy Inc shares in Q3 2016, an estimated $269K.
  • Capstone Investment Advisors first reported a position in Alon USA Energy Inc in Q2 2016 and held it in 1 quarter.
  • Capstone Investment Advisors's Alon USA Energy Inc position peaked at $234K in Q2 2016.
  • 136 funds tracked by Wall St. Rank held Alon USA Energy Inc as of Q3 2016.

Based on Capstone Investment Advisors's 13F filing for Q3 2016, filed 14 Nov 2016.