SIM
ALJ

Strategic Investment Management’s Alon USA Energy Inc ALJ Stock Holding History

Strategic Investment Management’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
Q4 		– Sell
-26,615
Closed -$480K – 137
2015
Q3 		$480K Buy
26,615
+9,397
+55% +$178K 0.19% 13
2015
Q2 		$325K Buy
+17,218
New +$294K 0.21% 39

Other funds holding ALJ

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 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

Strategic Investment Management's ALJ Position: Q4 2015 in Review

Strategic Investment Management sold out of Alon USA Energy Inc (ALJ) in Q4 2015, closing a stake of 26,615 shares — an estimated $480K sold.

Strategic Investment Management first reported a position in ALJ in Q2 2015 and held it in 2 quarters. The position peaked at $480K in Q3 2015. 166 funds tracked by Wall St. Rank hold ALJ as of Q4 2015.

  • Strategic Investment Management reported no remaining Alon USA Energy Inc position as of Q4 2015 after selling out during the quarter.
  • Strategic Investment Management sold 26,615 Alon USA Energy Inc shares in Q4 2015, an estimated $480K.
  • Strategic Investment Management first reported a position in Alon USA Energy Inc in Q2 2015 and held it in 2 quarters.
  • Strategic Investment Management's Alon USA Energy Inc position peaked at $480K in Q3 2015.
  • 166 funds tracked by Wall St. Rank held Alon USA Energy Inc as of Q4 2015.

Based on Strategic Investment Management's 13F filing for Q4 2015, filed 16 Feb 2016.