Acima Private Wealth’s Alliance Resource Partners ARLP Stock Holding History

Acima Private Wealth’s Portfolio ARLP Stock Details ARLP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-4,000	Closed	-$12K	–	243
2020 Q1	$12K	Hold	4,000	–	–	0.01%	215
2019 Q4	$43K	Hold	4,000	–	–	0.03%	194
2019 Q3	$64K	Hold	4,000	–	–	0.05%	176
2019 Q2	$68K	Hold	4,000	–	–	0.05%	164
2019 Q1	$81K	Hold	4,000	–	–	0.07%	155
2018 Q4	$69K	Buy	+4,000	New	+$78K	0.07%	160

Other funds holding ARLP

Magnolia Group Omaha, Nebraska $538M AUM 5.13% 1-Year Est. Return

JHCP

Jackson Hole Capital Partners Tulsa, Oklahoma $605M AUM 22.77% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MLIM

Mountain Lake Investment Management Boca Raton, Florida $155M AUM 38.76% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

COF

Capital One Financial Mclean, Virginia $141M AUM 2.36% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Acima Private Wealth's ARLP Position: Q2 2020 in Review

Acima Private Wealth sold out of Alliance Resource Partners (ARLP) in Q2 2020, closing a stake of 4,000 shares — an estimated $12K sold.

Acima Private Wealth first reported a position in ARLP in Q4 2018 and held it in 6 quarters. The position peaked at $81K in Q1 2019. 95 funds tracked by Wall St. Rank hold ARLP as of Q2 2020.

Acima Private Wealth reported no remaining Alliance Resource Partners position as of Q2 2020 after selling out during the quarter.
Acima Private Wealth sold 4,000 Alliance Resource Partners shares in Q2 2020, an estimated $12K.
Acima Private Wealth first reported a position in Alliance Resource Partners in Q4 2018 and held it in 6 quarters.
Acima Private Wealth's Alliance Resource Partners position peaked at $81K in Q1 2019.
95 funds tracked by Wall St. Rank held Alliance Resource Partners as of Q2 2020.

Based on Acima Private Wealth's 13F filing for Q2 2020, filed 14 May 2021.