MLM
ALJ

Mount Lucas Management’s Alon USA Energy Inc ALJ Stock Holding History

Mount Lucas Management’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
Q4 		– Sell
-62,150
Closed -$501K – 184
2016
Q3 		$501K Sell
62,150
-467
-0.7% -$3.46K 0.09% 98
2016
Q2 		$406K Sell
62,617
-6,830
-10% -$58.9K 0.07% 83
2016
Q1 		$717K Buy
69,447
+7,409
+12% +$83.7K 0.12% 59
2015
Q4 		$921K Buy
+62,038
New +$1.04M 0.14% 58

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Mount Lucas Management's ALJ Position: Q4 2016 in Review

Mount Lucas Management sold out of Alon USA Energy Inc (ALJ) in Q4 2016, closing a stake of 62,150 shares — an estimated $501K sold.

Mount Lucas Management first reported a position in ALJ in Q4 2015 and held it in 4 quarters. The position peaked at $921K in Q4 2015. 119 funds tracked by Wall St. Rank hold ALJ as of Q4 2016.

  • Mount Lucas Management reported no remaining Alon USA Energy Inc position as of Q4 2016 after selling out during the quarter.
  • Mount Lucas Management sold 62,150 Alon USA Energy Inc shares in Q4 2016, an estimated $501K.
  • Mount Lucas Management first reported a position in Alon USA Energy Inc in Q4 2015 and held it in 4 quarters.
  • Mount Lucas Management's Alon USA Energy Inc position peaked at $921K in Q4 2015.
  • 119 funds tracked by Wall St. Rank held Alon USA Energy Inc as of Q4 2016.

Based on Mount Lucas Management's 13F filing for Q4 2016, filed 14 Feb 2017.