RA
AHGP

Rational Advisors’s Alliance Holdings GP AHGP Stock Holding History

Rational Advisors’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
Q3 		– Sell
-9,000
Closed -$213K – 400
2017
Q2 		$213K Sell
9,000
-1,000
-10% -$27.5K 0.13% 179
2017
Q1 		$274K Buy
+10,000
New +$286K 0.18% 145

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
HHAM
HITE Hedge Asset Management Braintree, Massachusetts $1.77B AUM 38.67% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Rational Advisors's AHGP Position: Q3 2017 in Review

Rational Advisors sold out of Alliance Holdings GP (AHGP) in Q3 2017, closing a stake of 9,000 shares — an estimated $213K sold.

Rational Advisors first reported a position in AHGP in Q1 2017 and held it in 2 quarters. The position peaked at $274K in Q1 2017. 71 funds tracked by Wall St. Rank hold AHGP as of Q3 2017.

  • Rational Advisors reported no remaining Alliance Holdings GP position as of Q3 2017 after selling out during the quarter.
  • Rational Advisors sold 9,000 Alliance Holdings GP shares in Q3 2017, an estimated $213K.
  • Rational Advisors first reported a position in Alliance Holdings GP in Q1 2017 and held it in 2 quarters.
  • Rational Advisors's Alliance Holdings GP position peaked at $274K in Q1 2017.
  • 71 funds tracked by Wall St. Rank held Alliance Holdings GP as of Q3 2017.

Based on Rational Advisors's 13F filing for Q3 2017, filed 8 Nov 2017.