SSG
ALDW

Summit Securities Group’s Alon USA Partners LP ALDW Stock Holding History

Summit Securities Group’s Portfolio ALDW Stock Details ALDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-100
Closed -$2K – 895
2014
Q2 		$2K Buy
+100
New +$1.81K ﹤0.01% 508

Other funds holding ALDW

Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
CEI
Clark Estates Inc New York $416M AUM 6.04% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
AIA
Arrow Investment Advisors Laurel, Maryland $93.9M AUM 10.95% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Summit Securities Group's ALDW Position: Q3 2014 in Review

Summit Securities Group sold out of Alon USA Partners LP (ALDW) in Q3 2014, closing a stake of 100 shares — an estimated $2K sold.

Summit Securities Group first reported a position in ALDW in Q2 2014 and held it in 1 quarter. The position peaked at $2K in Q2 2014. 39 funds tracked by Wall St. Rank hold ALDW as of Q3 2014.

  • Summit Securities Group reported no remaining Alon USA Partners LP position as of Q3 2014 after selling out during the quarter.
  • Summit Securities Group sold 100 Alon USA Partners LP shares in Q3 2014, an estimated $2K.
  • Summit Securities Group first reported a position in Alon USA Partners LP in Q2 2014 and held it in 1 quarter.
  • Summit Securities Group's Alon USA Partners LP position peaked at $2K in Q2 2014.
  • 39 funds tracked by Wall St. Rank held Alon USA Partners LP as of Q3 2014.

Based on Summit Securities Group's 13F filing for Q3 2014, filed 13 Nov 2014.