JFS Wealth Advisors’s Alliance Holdings GP AHGP Stock Holding History

JFS Wealth Advisors’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 Q2	–	Sell	-56,250	Closed	-$822K	–	649
2016 Q1	$822K	Buy	+56,250	New	+$853K	0.24%	67
2015 Q4	–	Sell	-45,000	Closed	-$1.39M	–	574
2015 Q3	$1.39M	Buy	45,000 +10,000	+29%	+$361K	0.61%	46
2015 Q2	$1.37M	Buy	+35,000	New	+$1.67M	0.7%	35

Other funds holding AHGP

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

Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return

Magnolia Group Omaha, Nebraska $538M AUM 5.13% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

NFC Investments Memphis, Tennessee $359M AUM 11.31% 1-Year Est. Return

Selz Capital New York $570M AUM 35.56% 1-Year Est. Return

MLIM

Mountain Lake Investment Management Boca Raton, Florida $155M AUM 38.76% 1-Year Est. Return

JFS Wealth Advisors's AHGP Position: Q2 2016 in Review

JFS Wealth Advisors sold out of Alliance Holdings GP (AHGP) in Q2 2016, closing a stake of 56,250 shares — an estimated $822K sold.

JFS Wealth Advisors first reported a position in AHGP in Q2 2015 and held it in 3 quarters. The position peaked at $1.39M in Q3 2015. 58 funds tracked by Wall St. Rank hold AHGP as of Q2 2016.

JFS Wealth Advisors reported no remaining Alliance Holdings GP position as of Q2 2016 after selling out during the quarter.
JFS Wealth Advisors sold 56,250 Alliance Holdings GP shares in Q2 2016, an estimated $822K.
JFS Wealth Advisors first reported a position in Alliance Holdings GP in Q2 2015 and held it in 3 quarters.
JFS Wealth Advisors's Alliance Holdings GP position peaked at $1.39M in Q3 2015.
58 funds tracked by Wall St. Rank held Alliance Holdings GP as of Q2 2016.

Based on JFS Wealth Advisors's 13F filing for Q2 2016, filed 25 Jul 2016.