First Trust Advisors
ALJ

First Trust Advisors’s Alon USA Energy Inc ALJ Stock Holding History

First Trust 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
Q4 		– Sell
-233,927
Closed -$1.89M – 2566
2016
Q3 		$1.89M Buy
233,927
+69,688
+42% +$517K 0.01% 1364
2016
Q2 		$1.06M Buy
+164,239
New +$1.42M ﹤0.01% 1665

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

First Trust Advisors's ALJ Position: Q4 2016 in Review

First Trust Advisors sold out of Alon USA Energy Inc (ALJ) in Q4 2016, closing a stake of 233,927 shares — an estimated $1.89M sold.

First Trust Advisors first reported a position in ALJ in Q2 2016 and held it in 2 quarters. The position peaked at $1.89M in Q3 2016. 119 funds tracked by Wall St. Rank hold ALJ as of Q4 2016.

  • First Trust Advisors reported no remaining Alon USA Energy Inc position as of Q4 2016 after selling out during the quarter.
  • First Trust Advisors sold 233,927 Alon USA Energy Inc shares in Q4 2016, an estimated $1.89M.
  • First Trust Advisors first reported a position in Alon USA Energy Inc in Q2 2016 and held it in 2 quarters.
  • First Trust Advisors's Alon USA Energy Inc position peaked at $1.89M in Q3 2016.
  • 119 funds tracked by Wall St. Rank held Alon USA Energy Inc as of Q4 2016.

Based on First Trust Advisors's 13F filing for Q4 2016, filed 6 Feb 2017.