SCVF
ALJ

Small Cap Value Fund’s Alon USA Energy Inc ALJ Stock Holding History

Small Cap Value Fund’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
2015
Q2 		$1.35M Buy
+71,385
New +$1.22M 0.25% 55

Other funds holding ALJ

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Small Cap Value Fund's ALJ Position: Q2 2015 in Review

Small Cap Value Fund opened a new position in Alon USA Energy Inc (ALJ) in Q2 2015: 71,385 shares worth $1.35M. The stake represents 0.25% of the portfolio and ranks #55 among its holdings.

141 funds tracked by Wall St. Rank hold ALJ as of Q2 2015.

  • Small Cap Value Fund held 71,385 shares of Alon USA Energy Inc worth $1.35M as of Q2 2015.
  • Alon USA Energy Inc was a new Small Cap Value Fund position in Q2 2015.
  • Alon USA Energy Inc made up 0.25% of Small Cap Value Fund's portfolio in Q2 2015, its #55 holding.
  • 141 funds tracked by Wall St. Rank held Alon USA Energy Inc as of Q2 2015.

Based on Small Cap Value Fund's 13F filing for Q2 2015, filed 22 Jul 2015.