Algert Global’s Alliance Resource Partners ARLP Stock Holding History

Algert Global’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
2017 Q4	–	Sell	-19,309	Closed	-$374K	–	304
2017 Q3	$374K	Sell	19,309 -39,996	-67%	-$764K	0.09%	248
2017 Q2	$1.12M	Buy	59,305 +470	+0.8%	+$10.2K	0.31%	142
2017 Q1	$1.27M	Buy	58,835 +2,287	+4%	+$52K	0.34%	123
2016 Q4	$1.27M	Buy	+56,548	New	+$1.33M	0.36%	105

Other funds holding ARLP

EIP

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

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

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

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

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

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

Algert Global's ARLP Position: Q4 2017 in Review

Algert Global sold out of Alliance Resource Partners (ARLP) in Q4 2017, closing a stake of 19,309 shares — an estimated $374K sold.

Algert Global first reported a position in ARLP in Q4 2016 and held it in 4 quarters. The position peaked at $1.27M in Q1 2017. 118 funds tracked by Wall St. Rank hold ARLP as of Q4 2017.

Algert Global reported no remaining Alliance Resource Partners position as of Q4 2017 after selling out during the quarter.
Algert Global sold 19,309 Alliance Resource Partners shares in Q4 2017, an estimated $374K.
Algert Global first reported a position in Alliance Resource Partners in Q4 2016 and held it in 4 quarters.
Algert Global's Alliance Resource Partners position peaked at $1.27M in Q1 2017.
118 funds tracked by Wall St. Rank held Alliance Resource Partners as of Q4 2017.

Based on Algert Global's 13F filing for Q4 2017, filed 1 Feb 2018.