Principal Financial Group
AHGP

Principal Financial Group’s Alliance Holdings GP AHGP Stock Holding History

Principal Financial Group’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
2017
Q4 		– Sell
-14,222
Closed -$396K – 2303
2017
Q3 		$396K Sell
14,222
-931
-6% -$24.7K ﹤0.01% 1966
2017
Q2 		$359K Buy
15,153
+400
+3% +$11K ﹤0.01% 2013
2017
Q1 		$405K Sell
14,753
-2,357
-14% -$67.4K ﹤0.01% 1951
2016
Q4 		$481K Buy
+17,110
New +$489K ﹤0.01% 1929

Other funds holding AHGP

Neuberger Berman Group
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
MLIM
Mountain Lake Investment Management Boca Raton, Florida $155M AUM 38.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HHAM
HITE Hedge Asset Management Braintree, Massachusetts $1.77B AUM 38.67% 1-Year Est. Return
MG
Magnolia Group Omaha, Nebraska $538M AUM 5.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
SC
Selz Capital New York $570M AUM 35.56% 1-Year Est. Return

Principal Financial Group's AHGP Position: Q4 2017 in Review

Principal Financial Group sold out of Alliance Holdings GP (AHGP) in Q4 2017, closing a stake of 14,222 shares — an estimated $396K sold.

Principal Financial Group first reported a position in AHGP in Q4 2016 and held it in 4 quarters. The position peaked at $481K in Q4 2016. 65 funds tracked by Wall St. Rank hold AHGP as of Q4 2017.

  • Principal Financial Group reported no remaining Alliance Holdings GP position as of Q4 2017 after selling out during the quarter.
  • Principal Financial Group sold 14,222 Alliance Holdings GP shares in Q4 2017, an estimated $396K.
  • Principal Financial Group first reported a position in Alliance Holdings GP in Q4 2016 and held it in 4 quarters.
  • Principal Financial Group's Alliance Holdings GP position peaked at $481K in Q4 2016.
  • 65 funds tracked by Wall St. Rank held Alliance Holdings GP as of Q4 2017.

Based on Principal Financial Group's 13F filing for Q4 2017, filed 13 Feb 2018.