JMPWA
ALDW

JP Morgan Private Wealth Advisors’s Alon USA Partners LP ALDW Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio ALDW Stock Details ALDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-37,000
Closed -$457K – 733
2013
Q3 		$457K Hold
37,000
– – 0.01% 451
2013
Q2 		$881K Buy
+37,000
New +$906K 0.02% 339

Other funds holding ALDW

OAMG
Odey Asset Management Group London, United Kingdom $381M AUM 45.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
RA
RR Advisors Dallas, Texas $360M AUM 28.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OMC
Overbrook Management Corp New York $529M AUM 31.5% 1-Year Est. Return
DFG
Delphi Financial Group Wilmington, Delaware $222M AUM 11.28% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

JP Morgan Private Wealth Advisors's ALDW Position: Q4 2013 in Review

JP Morgan Private Wealth Advisors sold out of Alon USA Partners LP (ALDW) in Q4 2013, closing a stake of 37,000 shares — an estimated $457K sold.

JP Morgan Private Wealth Advisors first reported a position in ALDW in Q2 2013 and held it in 2 quarters. The position peaked at $881K in Q2 2013. 35 funds tracked by Wall St. Rank hold ALDW as of Q4 2013.

  • JP Morgan Private Wealth Advisors reported no remaining Alon USA Partners LP position as of Q4 2013 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 37,000 Alon USA Partners LP shares in Q4 2013, an estimated $457K.
  • JP Morgan Private Wealth Advisors first reported a position in Alon USA Partners LP in Q2 2013 and held it in 2 quarters.
  • JP Morgan Private Wealth Advisors's Alon USA Partners LP position peaked at $881K in Q2 2013.
  • 35 funds tracked by Wall St. Rank held Alon USA Partners LP as of Q4 2013.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q4 2013, filed 31 Jan 2014.