Advisory Research’s Alliance Resource Partners ARLP Stock Holding History

Advisory Research’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
2016 Q3	–	Sell	-166,680	Closed	-$2.63M	–	255
2016 Q2	$2.63M	Hold	166,680	–	–	0.05%	140
2016 Q1	$1.94M	Hold	166,680	–	–	0.04%	145
2015 Q4	$2.25M	Sell	166,680 -30,000	-15%	-$557K	0.03%	154
2015 Q3	$4.38M	Sell	196,680 -251,850	-56%	-$6.15M	0.06%	158
2015 Q2	$11.2M	Sell	448,530 -11,876	-3%	-$362K	0.13%	155
2015 Q1	$15.4M	Sell	460,406 -1,585	-0.3%	-$60K	0.17%	125
2014 Q4	$19.9M	Sell	461,991 -85,145	-16%	-$3.78M	0.21%	113
2014 Q3	$23.4M	Sell	547,136 -20,000	-4%	-$954K	0.23%	101
2014 Q2	$26.5M	Buy	567,136 +76,076	+15%	+$3.4M	0.25%	93
2014 Q1	$20.7M	Buy	491,060 +2,530	+0.5%	+$102K	0.21%	113
2013 Q4	$18.8M	Hold	488,530	–	–	0.19%	121
2013 Q3	$18.1M	Sell	488,530 -5,000	-1%	-$188K	0.19%	127
2013 Q2	$17.4M	Buy	+493,530	New	+$17.3M	0.2%	130

Other funds holding ARLP

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

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

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

EAM

Edge Asset Management Seattle, Washington $13.2B AUM 19.52% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

IAM

Impala Asset Management Palm Beach, Florida $215M AUM 86.77% 1-Year Est. Return

Advisory Research's ARLP Position: Q3 2016 in Review

Advisory Research sold out of Alliance Resource Partners (ARLP) in Q3 2016, closing a stake of 166,680 shares — an estimated $2.63M sold.

Advisory Research first reported a position in ARLP in Q2 2013 and held it in 13 quarters. The position peaked at $26.5M in Q2 2014. 114 funds tracked by Wall St. Rank hold ARLP as of Q3 2016.

Advisory Research reported no remaining Alliance Resource Partners position as of Q3 2016 after selling out during the quarter.
Advisory Research sold 166,680 Alliance Resource Partners shares in Q3 2016, an estimated $2.63M.
Advisory Research first reported a position in Alliance Resource Partners in Q2 2013 and held it in 13 quarters.
Advisory Research's Alliance Resource Partners position peaked at $26.5M in Q2 2014.
114 funds tracked by Wall St. Rank held Alliance Resource Partners as of Q3 2016.

Based on Advisory Research's 13F filing for Q3 2016, filed 14 Nov 2016.