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Advocacy Wealth Management Services’s Alliance Resource Partners ARLP Stock Holding History

Advocacy Wealth Management Services’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
Q1 		– Sell
-500
Closed -$7K – 507
2015
Q4 		$7K Buy
+500
New +$9.28K 0.01% 389

Other funds holding ARLP

EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MG
Magnolia Group Omaha, Nebraska $476M AUM 7.25% 1-Year Est. Return
EAM
Edge Asset Management Seattle, Washington $13.2B AUM 19.52% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $20.5B AUM 49.71% 1-Year Est. Return

Advocacy Wealth Management Services's ARLP Position: Q1 2016 in Review

Advocacy Wealth Management Services sold out of Alliance Resource Partners (ARLP) in Q1 2016, closing a stake of 500 shares — an estimated $7K sold.

Advocacy Wealth Management Services first reported a position in ARLP in Q4 2015 and held it in 1 quarter. The position peaked at $7K in Q4 2015. 105 funds tracked by Wall St. Rank hold ARLP as of Q1 2016.

  • Advocacy Wealth Management Services reported no remaining Alliance Resource Partners position as of Q1 2016 after selling out during the quarter.
  • Advocacy Wealth Management Services sold 500 Alliance Resource Partners shares in Q1 2016, an estimated $7K.
  • Advocacy Wealth Management Services first reported a position in Alliance Resource Partners in Q4 2015 and held it in 1 quarter.
  • Advocacy Wealth Management Services's Alliance Resource Partners position peaked at $7K in Q4 2015.
  • 105 funds tracked by Wall St. Rank held Alliance Resource Partners as of Q1 2016.

Based on Advocacy Wealth Management Services's 13F filing for Q1 2016, filed 20 Apr 2016.