GWM
AHGP

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

Gupta 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
2015
Q4 		– Sell
-1,500
Closed -$46K – 1399
2015
Q3 		$46K Hold
1,500
– – 0.01% 467
2015
Q2 		$59K Hold
1,500
– – 0.01% 436
2015
Q1 		$78K Buy
+1,500
New +$81.6K 0.02% 335

Other funds holding AHGP

Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
NI
NFC Investments Memphis, Tennessee $393M AUM 20.21% 1-Year Est. Return
MG
Magnolia Group Omaha, Nebraska $476M AUM 7.25% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
SC
Selz Capital New York $570M AUM 35.56% 1-Year Est. Return

Gupta Wealth Management's AHGP Position: Q4 2015 in Review

Gupta Wealth Management sold out of Alliance Holdings GP (AHGP) in Q4 2015, closing a stake of 1,500 shares — an estimated $46K sold.

Gupta Wealth Management first reported a position in AHGP in Q1 2015 and held it in 3 quarters. The position peaked at $78K in Q1 2015. 58 funds tracked by Wall St. Rank hold AHGP as of Q4 2015.

  • Gupta Wealth Management reported no remaining Alliance Holdings GP position as of Q4 2015 after selling out during the quarter.
  • Gupta Wealth Management sold 1,500 Alliance Holdings GP shares in Q4 2015, an estimated $46K.
  • Gupta Wealth Management first reported a position in Alliance Holdings GP in Q1 2015 and held it in 3 quarters.
  • Gupta Wealth Management's Alliance Holdings GP position peaked at $78K in Q1 2015.
  • 58 funds tracked by Wall St. Rank held Alliance Holdings GP as of Q4 2015.

Based on Gupta Wealth Management's 13F filing for Q4 2015, filed 17 Feb 2016.