EIM
ALJ

Essex Investment Management’s Alon USA Energy Inc ALJ Stock Holding History

Essex Investment Management’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
2017
Q2 		– Sell
-78,253
Closed -$954K – 389
2017
Q1 		$954K Buy
78,253
+15,908
+26% +$190K 0.15% 193
2016
Q4 		$709K Sell
62,345
-1,859
-3% -$17.4K 0.12% 208
2016
Q3 		$517K Sell
64,204
-3,673
-5% -$27.2K 0.08% 250
2016
Q2 		$440K Sell
67,877
-808
-1% -$6.97K 0.07% 251
2016
Q1 		$709K Sell
68,685
-6,976
-9% -$78.8K 0.12% 177
2015
Q4 		$1.12M Sell
75,661
-1,727
-2% -$28.9K 0.18% 137
2015
Q3 		$1.4M Buy
77,388
+7,690
+11% +$146K 0.23% 103
2015
Q2 		$1.32M Sell
69,698
-1,767
-2% -$30.1K 0.2% 122
2015
Q1 		$1.18M Buy
71,465
+2,654
+4% +$35.1K 0.17% 129
2014
Q4 		$872K Sell
68,811
-11,150
-14% -$160K 0.13% 170
2014
Q3 		$1.15M Sell
79,961
-4,338
-5% -$62.8K 0.18% 142
2014
Q2 		$1.05M Sell
84,299
-14,123
-14% -$210K 0.15% 174
2014
Q1 		$1.47M Buy
+98,422
New +$1.49M 0.21% 143

Other funds holding ALJ

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
OAC
OMERS Administration Corp Toronto, Ontario, Canada $16.7B AUM 35.96% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return

Essex Investment Management's ALJ Position: Q2 2017 in Review

Essex Investment Management sold out of Alon USA Energy Inc (ALJ) in Q2 2017, closing a stake of 78,253 shares — an estimated $954K sold.

Essex Investment Management first reported a position in ALJ in Q1 2014 and held it in 13 quarters. The position peaked at $1.47M in Q1 2014. 113 funds tracked by Wall St. Rank hold ALJ as of Q2 2017.

  • Essex Investment Management reported no remaining Alon USA Energy Inc position as of Q2 2017 after selling out during the quarter.
  • Essex Investment Management sold 78,253 Alon USA Energy Inc shares in Q2 2017, an estimated $954K.
  • Essex Investment Management first reported a position in Alon USA Energy Inc in Q1 2014 and held it in 13 quarters.
  • Essex Investment Management's Alon USA Energy Inc position peaked at $1.47M in Q1 2014.
  • 113 funds tracked by Wall St. Rank held Alon USA Energy Inc as of Q2 2017.

Based on Essex Investment Management's 13F filing for Q2 2017, filed 28 Jul 2017.