RIA
AHGP

Regal Investment Advisors’s Alliance Holdings GP AHGP Stock Holding History

Regal Investment 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
2013
Q4 		– Sell
-172
Closed -$10K – 1003
2013
Q3 		$10K Sell
172
-7
-4% -$436 0.01% 610
2013
Q2 		$11K Buy
+179
New +$10.5K 0.01% 576

Other funds holding AHGP

Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
SCA
Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Regal Investment Advisors's AHGP Position: Q4 2013 in Review

Regal Investment Advisors sold out of Alliance Holdings GP (AHGP) in Q4 2013, closing a stake of 172 shares — an estimated $10K sold.

Regal Investment Advisors first reported a position in AHGP in Q2 2013 and held it in 2 quarters. The position peaked at $11K in Q2 2013. 79 funds tracked by Wall St. Rank hold AHGP as of Q4 2013.

  • Regal Investment Advisors reported no remaining Alliance Holdings GP position as of Q4 2013 after selling out during the quarter.
  • Regal Investment Advisors sold 172 Alliance Holdings GP shares in Q4 2013, an estimated $10K.
  • Regal Investment Advisors first reported a position in Alliance Holdings GP in Q2 2013 and held it in 2 quarters.
  • Regal Investment Advisors's Alliance Holdings GP position peaked at $11K in Q2 2013.
  • 79 funds tracked by Wall St. Rank held Alliance Holdings GP as of Q4 2013.

Based on Regal Investment Advisors's 13F filing for Q4 2013, filed 6 Feb 2014.