WA
AHGP

WFG Advisors’s Alliance Holdings GP AHGP Stock Holding History

WFG Advisors’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 		$3K Hold
145
– – ﹤0.01% 1392
2017
Q1 		$4K Hold
145
– – ﹤0.01% 1265
2016
Q4 		$4K Hold
145
– – ﹤0.01% 1333
2016
Q3 		$4K Hold
145
– – ﹤0.01% 1328
2016
Q2 		$3K Hold
145
– – ﹤0.01% 1352
2016
Q1 		$2K Hold
145
– – ﹤0.01% 1369
2015
Q4 		$3K Hold
145
– – ﹤0.01% 1331
2015
Q3 		$4K Hold
145
– – ﹤0.01% 1324
2015
Q2 		$6K Hold
145
– – ﹤0.01% 1327
2015
Q1 		$7K Sell
145
-3,388
-96% -$184K ﹤0.01% 1301
2014
Q4 		$215K Buy
3,533
+44
+1% +$2.86K 0.04% 408
2014
Q3 		$238K Buy
3,489
+186
+6% +$13K 0.05% 407
2014
Q2 		$214K Buy
3,303
+43
+1% +$2.76K 0.04% 432
2014
Q1 		$203K Buy
3,260
+43
+1% +$2.57K 0.04% 425
2013
Q4 		$189K Buy
3,217
+45
+1% +$2.59K 0.03% 534
2013
Q3 		$190K Buy
3,172
+39
+1% +$2.43K 0.03% 503
2013
Q2 		$200K Buy
+3,133
New +$184K 0.03% 457

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

WFG Advisors's AHGP Position: Q2 2017 in Review

WFG Advisors held its Alliance Holdings GP (AHGP) position steady in Q2 2017 at 145 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #1392.

WFG Advisors first reported a position in AHGP in Q2 2013 and has held it in 17 quarters since. The position peaked at $238K in Q3 2014. 71 funds tracked by Wall St. Rank hold AHGP as of Q2 2017.

  • WFG Advisors held 145 shares of Alliance Holdings GP worth $3K as of Q2 2017.
  • WFG Advisors left its Alliance Holdings GP share count unchanged in Q2 2017.
  • Alliance Holdings GP made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1392 holding.
  • WFG Advisors first reported a position in Alliance Holdings GP in Q2 2013 and has held it in 17 quarters since.
  • WFG Advisors's Alliance Holdings GP position peaked at $238K in Q3 2014.
  • 71 funds tracked by Wall St. Rank held Alliance Holdings GP as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.