Advisory Research’s Westmoreland Resrc Partners, L.P WMLP Stock Holding History

Advisory Research’s Portfolio WMLP Stock Details WMLP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	–	Sell	-108,303	Closed	-$433K	–	298
2015 Q4	$433K	Hold	108,303	–	–	0.01%	241
2015 Q3	$791K	Hold	108,303	–	–	0.01%	220
2015 Q2	$991K	Sell	108,303 -3,635	-3%	-$40.2K	0.01%	229
2015 Q1	$1.32M	Buy	+111,938	New	+$1.19M	0.01%	218

Other funds holding WMLP

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

EFSCE

Enterprise Financial Services Corp (EFSC) Clayton, Missouri $197M AUM 19.57% 1-Year Est. Return

Advisory Research's WMLP Position: Q1 2016 in Review

Advisory Research sold out of Westmoreland Resrc Partners, L.P (WMLP) in Q1 2016, closing a stake of 108,303 shares — an estimated $433K sold.

Advisory Research first reported a position in WMLP in Q1 2015 and held it in 4 quarters. The position peaked at $1.32M in Q1 2015. 9 funds tracked by Wall St. Rank hold WMLP as of Q1 2016.

Advisory Research reported no remaining Westmoreland Resrc Partners, L.P position as of Q1 2016 after selling out during the quarter.
Advisory Research sold 108,303 Westmoreland Resrc Partners, L.P shares in Q1 2016, an estimated $433K.
Advisory Research first reported a position in Westmoreland Resrc Partners, L.P in Q1 2015 and held it in 4 quarters.
Advisory Research's Westmoreland Resrc Partners, L.P position peaked at $1.32M in Q1 2015.
9 funds tracked by Wall St. Rank held Westmoreland Resrc Partners, L.P as of Q1 2016.

Based on Advisory Research's 13F filing for Q1 2016, filed 16 May 2016.