WP
AHGP

WealthPLAN Partners’s Alliance Holdings GP AHGP Stock Holding History

WealthPLAN Partners’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
2016
Q3 		– Sell
-175
Closed -$3.68K – 1118
2016
Q2 		$3.68K Buy
+175
New +$3.12K ﹤0.01% 2086
2015
Q4 		$3.53K Buy
+175
New +$4.56K ﹤0.01% 1410

Other funds holding AHGP

Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
SC
Selz Capital New York $570M AUM 35.56% 1-Year Est. Return
NI
NFC Investments Memphis, Tennessee $393M AUM 20.21% 1-Year Est. Return
MLIM
Mountain Lake Investment Management Boca Raton, Florida $161M AUM 33.98% 1-Year Est. Return
First Manhattan
First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return

WealthPLAN Partners's AHGP Position: Q3 2016 in Review

WealthPLAN Partners sold out of Alliance Holdings GP (AHGP) in Q3 2016, closing a stake of 175 shares — an estimated $3.68K sold.

WealthPLAN Partners first reported a position in AHGP in Q4 2015 and held it in 2 quarters. The position peaked at $3.68K in Q2 2016. 65 funds tracked by Wall St. Rank hold AHGP as of Q3 2016.

  • WealthPLAN Partners reported no remaining Alliance Holdings GP position as of Q3 2016 after selling out during the quarter.
  • WealthPLAN Partners sold 175 Alliance Holdings GP shares in Q3 2016, an estimated $3.68K.
  • WealthPLAN Partners first reported a position in Alliance Holdings GP in Q4 2015 and held it in 2 quarters.
  • WealthPLAN Partners's Alliance Holdings GP position peaked at $3.68K in Q2 2016.
  • 65 funds tracked by Wall St. Rank held Alliance Holdings GP as of Q3 2016.

Based on WealthPLAN Partners's 13F filing for Q3 2016, filed 9 Dec 2016.