WAM
AHGP

Wealthspire Advisors (Maryland)’s Alliance Holdings GP AHGP Stock Holding History

Wealthspire Advisors (Maryland)’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
2017
Q2 		– Sell
-411
Closed -$11K – 2343
2017
Q1 		$11K Buy
411
+200
+95% +$5.72K ﹤0.01% 1328
2016
Q4 		$6K Sell
211
-810
-79% -$23.2K ﹤0.01% 1365
2016
Q3 		$27K Buy
1,021
+221
+28% +$5.39K ﹤0.01% 977
2016
Q2 		$17K Hold
800
– – ﹤0.01% 1057
2016
Q1 		$12K Buy
+800
New +$12.1K ﹤0.01% 1150

Other funds holding AHGP

Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MLIM
Mountain Lake Investment Management Boca Raton, Florida $155M AUM 38.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
SC
Selz Capital New York $570M AUM 35.56% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s AHGP Position: Q2 2017 in Review

Wealthspire Advisors (Maryland) sold out of Alliance Holdings GP (AHGP) in Q2 2017, closing a stake of 411 shares — an estimated $11K sold.

Wealthspire Advisors (Maryland) first reported a position in AHGP in Q1 2016 and held it in 5 quarters. The position peaked at $27K in Q3 2016. 71 funds tracked by Wall St. Rank hold AHGP as of Q2 2017.

  • Wealthspire Advisors (Maryland) reported no remaining Alliance Holdings GP position as of Q2 2017 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 411 Alliance Holdings GP shares in Q2 2017, an estimated $11K.
  • Wealthspire Advisors (Maryland) first reported a position in Alliance Holdings GP in Q1 2016 and held it in 5 quarters.
  • Wealthspire Advisors (Maryland)'s Alliance Holdings GP position peaked at $27K in Q3 2016.
  • 71 funds tracked by Wall St. Rank held Alliance Holdings GP as of Q2 2017.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2017, filed 9 Aug 2017.