HBWM
AHGP

Hollow Brook Wealth Management’s Alliance Holdings GP AHGP Stock Holding History

Hollow Brook 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
2016
Q4 		– Sell
-8,500
Closed -$221K – 55
2016
Q3 		$221K Buy
+8,500
New +$207K 0.13% 49
2016
Q2 		– Sell
-13,000
Closed -$190K – 54
2016
Q1 		$190K Buy
+13,000
New +$197K 0.11% 48

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
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
SC
Selz Capital New York $570M AUM 35.56% 1-Year Est. Return
NI
NFC Investments Memphis, Tennessee $359M AUM 11.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MLIM
Mountain Lake Investment Management Boca Raton, Florida $155M AUM 38.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Hollow Brook Wealth Management's AHGP Position: Q4 2016 in Review

Hollow Brook Wealth Management sold out of Alliance Holdings GP (AHGP) in Q4 2016, closing a stake of 8,500 shares — an estimated $221K sold.

Hollow Brook Wealth Management first reported a position in AHGP in Q1 2016 and held it in 2 quarters. The position peaked at $221K in Q3 2016. 67 funds tracked by Wall St. Rank hold AHGP as of Q4 2016.

  • Hollow Brook Wealth Management reported no remaining Alliance Holdings GP position as of Q4 2016 after selling out during the quarter.
  • Hollow Brook Wealth Management sold 8,500 Alliance Holdings GP shares in Q4 2016, an estimated $221K.
  • Hollow Brook Wealth Management first reported a position in Alliance Holdings GP in Q1 2016 and held it in 2 quarters.
  • Hollow Brook Wealth Management's Alliance Holdings GP position peaked at $221K in Q3 2016.
  • 67 funds tracked by Wall St. Rank held Alliance Holdings GP as of Q4 2016.

Based on Hollow Brook Wealth Management's 13F filing for Q4 2016, filed 14 Feb 2017.