LA
ALJ

Lucus Advisors’s Alon USA Energy Inc ALJ Stock Holding History

Lucus 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
Q3 		– Sell
-53,237
Closed -$345K – 333
2016
Q2 		$345K Buy
53,237
+1,481
+3% +$12.8K 0.28% 196
2016
Q1 		$534K Buy
51,756
+25,934
+100% +$293K 0.32% 25
2015
Q4 		$383K Buy
25,822
+265
+1% +$4.43K 0.23% 187
2015
Q3 		$462K Buy
+25,557
New +$484K 0.26% 77
2015
Q2 		– Sell
-37,434
Closed -$620K – 421
2015
Q1 		$620K Buy
37,434
+3,515
+10% +$46.5K 0.32% 9
2014
Q4 		$430K Buy
+33,919
New +$488K 0.19% 253

Other funds holding ALJ

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Lucus Advisors's ALJ Position: Q3 2016 in Review

Lucus Advisors sold out of Alon USA Energy Inc (ALJ) in Q3 2016, closing a stake of 53,237 shares — an estimated $345K sold.

Lucus Advisors first reported a position in ALJ in Q4 2014 and held it in 6 quarters. The position peaked at $620K in Q1 2015. 137 funds tracked by Wall St. Rank hold ALJ as of Q3 2016.

  • Lucus Advisors reported no remaining Alon USA Energy Inc position as of Q3 2016 after selling out during the quarter.
  • Lucus Advisors sold 53,237 Alon USA Energy Inc shares in Q3 2016, an estimated $345K.
  • Lucus Advisors first reported a position in Alon USA Energy Inc in Q4 2014 and held it in 6 quarters.
  • Lucus Advisors's Alon USA Energy Inc position peaked at $620K in Q1 2015.
  • 137 funds tracked by Wall St. Rank held Alon USA Energy Inc as of Q3 2016.

Based on Lucus Advisors's 13F filing for Q3 2016, filed 4 Nov 2016.