American Research & Management Company’s Alliance Resource Partners ARLP Stock Holding History

American Research & Management Company’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
2015 Q4	–	Sell	-1,500	Closed	-$33K	–	367
2015 Q3	$33K	Sell	1,500 -200	-12%	-$4.88K	0.01%	192
2015 Q2	$42K	Hold	1,700	–	–	0.02%	187
2015 Q1	$57K	Sell	1,700 -1,500	-47%	-$56.8K	0.02%	166
2014 Q4	$138K	Hold	3,200	–	–	0.05%	122
2014 Q3	$137K	Hold	3,200	–	–	0.05%	128
2014 Q2	$149K	Hold	3,200	–	–	0.05%	122
2014 Q1	$135K	Hold	3,200	–	–	0.05%	125
2013 Q4	$123K	Hold	3,200	–	–	0.04%	128
2013 Q3	$119K	Hold	3,200	–	–	0.05%	128
2013 Q2	$113K	Buy	+3,200	New	+$112K	0.05%	129

Other funds holding ARLP

EIP

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

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

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

Magnolia Group Omaha, Nebraska $538M AUM 5.13% 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

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

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

American Research & Management Company's ARLP Position: Q4 2015 in Review

American Research & Management Company sold out of Alliance Resource Partners (ARLP) in Q4 2015, closing a stake of 1,500 shares — an estimated $33K sold.

American Research & Management Company first reported a position in ARLP in Q2 2013 and held it in 10 quarters. The position peaked at $149K in Q2 2014. 117 funds tracked by Wall St. Rank hold ARLP as of Q4 2015.

American Research & Management Company reported no remaining Alliance Resource Partners position as of Q4 2015 after selling out during the quarter.
American Research & Management Company sold 1,500 Alliance Resource Partners shares in Q4 2015, an estimated $33K.
American Research & Management Company first reported a position in Alliance Resource Partners in Q2 2013 and held it in 10 quarters.
American Research & Management Company's Alliance Resource Partners position peaked at $149K in Q2 2014.
117 funds tracked by Wall St. Rank held Alliance Resource Partners as of Q4 2015.

Based on American Research & Management Company's 13F filing for Q4 2015, filed 22 Jan 2016.