NFG
ALDW

Next Financial Group’s Alon USA Partners LP ALDW Stock Holding History

Next Financial Group’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
2015
Q2 		– Sell
-564
Closed -$10K – 2094
2015
Q1 		$10K Buy
564
+264
+88% +$4.38K ﹤0.01% 1266
2014
Q4 		$4K Buy
+300
New +$5.03K ﹤0.01% 1619

Other funds holding ALDW

Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
CEI
Clark Estates Inc New York $416M AUM 6.04% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
AIA
Arrow Investment Advisors Laurel, Maryland $93.9M AUM 10.95% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Next Financial Group's ALDW Position: Q2 2015 in Review

Next Financial Group sold out of Alon USA Partners LP (ALDW) in Q2 2015, closing a stake of 564 shares — an estimated $10K sold.

Next Financial Group first reported a position in ALDW in Q4 2014 and held it in 2 quarters. The position peaked at $10K in Q1 2015. 34 funds tracked by Wall St. Rank hold ALDW as of Q2 2015.

  • Next Financial Group reported no remaining Alon USA Partners LP position as of Q2 2015 after selling out during the quarter.
  • Next Financial Group sold 564 Alon USA Partners LP shares in Q2 2015, an estimated $10K.
  • Next Financial Group first reported a position in Alon USA Partners LP in Q4 2014 and held it in 2 quarters.
  • Next Financial Group's Alon USA Partners LP position peaked at $10K in Q1 2015.
  • 34 funds tracked by Wall St. Rank held Alon USA Partners LP as of Q2 2015.

Based on Next Financial Group's 13F filing for Q2 2015, filed 29 Jul 2015.