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Advisor Group’s Alliance Resource Partners ARLP Stock Holding History

Advisor Group’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
2019
Q4 		$119K Buy
11,014
+2,998
+37% +$36K ﹤0.01% 2803
2019
Q3 		$128K Sell
8,016
-2,312
-22% -$37.8K ﹤0.01% 2689
2019
Q2 		$175K Sell
10,328
-1,731
-14% -$31.4K ﹤0.01% 2410
2019
Q1 		$245K Buy
12,059
+1,866
+18% +$36.1K ﹤0.01% 2114
2018
Q4 		$177K Sell
10,193
-2,937
-22% -$57.2K ﹤0.01% 2178
2018
Q3 		$268K Buy
13,130
+1,713
+15% +$33.5K ﹤0.01% 1944
2018
Q2 		$210K Buy
11,417
+6,355
+126% +$114K ﹤0.01% 1937
2018
Q1 		$90K Sell
5,062
-18,458
-78% -$351K ﹤0.01% 2631
2017
Q4 		$464K Sell
23,520
-3,628
-13% -$69.4K 0.01% 1377
2017
Q3 		$525K Sell
27,148
-1,371
-5% -$26.2K 0.01% 1182
2017
Q2 		$539K Sell
28,519
-8,584
-23% -$186K 0.01% 1104
2017
Q1 		$803K Buy
37,103
+1,203
+3% +$27.4K 0.02% 811
2016
Q4 		$806K Buy
35,900
+9,247
+35% +$217K 0.02% 754
2016
Q3 		$591K Sell
26,653
-1,933
-7% -$38K 0.01% 883
2016
Q2 		$450K Buy
+28,586
New +$418K 0.01% 972

Other funds holding ARLP

EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
MG
Magnolia Group Omaha, Nebraska $538M AUM 5.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JHCP
Jackson Hole Capital Partners Tulsa, Oklahoma $605M AUM 22.77% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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

Advisor Group's ARLP Position: Q4 2019 in Review

Advisor Group increased its Alliance Resource Partners (ARLP) stake by 37% in Q4 2019, buying an estimated $36K and bringing the position to 11,014 shares worth $119K. The position accounts for ﹤0.01% of the portfolio, ranked #2803.

Advisor Group first reported a position in ARLP in Q2 2016 and has held it in 15 quarters since. The position peaked at $806K in Q4 2016. 119 funds tracked by Wall St. Rank hold ARLP as of Q4 2019.

  • Advisor Group held 11,014 shares of Alliance Resource Partners worth $119K as of Q4 2019.
  • Advisor Group bought 2,998 Alliance Resource Partners shares in Q4 2019, an estimated $36K.
  • Alliance Resource Partners made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2803 holding.
  • Advisor Group first reported a position in Alliance Resource Partners in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's Alliance Resource Partners position peaked at $806K in Q4 2016.
  • 119 funds tracked by Wall St. Rank held Alliance Resource Partners as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.