FANJ
AHGP

Financial Architects (New Jersey)’s Alliance Holdings GP AHGP Stock Holding History

Financial Architects (New Jersey)’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
2017
Q2 		– Sell
-180
Closed -$5K – 1704
2017
Q1 		$5K Sell
180
-105
-37% -$3K ﹤0.01% 1307
2016
Q4 		$8K Buy
285
+20
+8% +$572 ﹤0.01% 1068
2016
Q3 		$7K Hold
265
– – ﹤0.01% 1090
2016
Q2 		$6K Sell
265
-20
-7% -$357 ﹤0.01% 1104
2016
Q1 		$4K Buy
+285
New +$4.32K ﹤0.01% 955
2015
Q3 		– Sell
-225
Closed -$9K – 1099
2015
Q2 		$9K Buy
225
+30
+15% +$1.43K ﹤0.01% 830
2015
Q1 		$10K Buy
+195
New +$10.6K ﹤0.01% 730

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MLIM
Mountain Lake Investment Management Boca Raton, Florida $155M AUM 38.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
SC
Selz Capital New York $570M AUM 35.56% 1-Year Est. Return

Financial Architects (New Jersey)'s AHGP Position: Q2 2017 in Review

Financial Architects (New Jersey) sold out of Alliance Holdings GP (AHGP) in Q2 2017, closing a stake of 180 shares — an estimated $5K sold.

Financial Architects (New Jersey) first reported a position in AHGP in Q1 2015 and held it in 7 quarters. The position peaked at $10K in Q1 2015. 71 funds tracked by Wall St. Rank hold AHGP as of Q2 2017.

  • Financial Architects (New Jersey) reported no remaining Alliance Holdings GP position as of Q2 2017 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 180 Alliance Holdings GP shares in Q2 2017, an estimated $5K.
  • Financial Architects (New Jersey) first reported a position in Alliance Holdings GP in Q1 2015 and held it in 7 quarters.
  • Financial Architects (New Jersey)'s Alliance Holdings GP position peaked at $10K in Q1 2015.
  • 71 funds tracked by Wall St. Rank held Alliance Holdings GP as of Q2 2017.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2017, filed 21 Jul 2017.