Apriem Advisors’s Alliance Resource Partners ARLP Stock Holding History

Apriem Advisors’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 Q1	–	Sell	-400	Closed	-$17K	–	559
2014 Q4	$17K	Hold	400	–	–	0.01%	318
2014 Q3	$17K	Hold	400	–	–	0.01%	316
2014 Q2	$19K	Hold	400	–	–	0.01%	282
2014 Q1	$17K	Hold	400	–	–	0.01%	313
2013 Q4	$15K	Hold	400	–	–	0.01%	317
2013 Q3	$15K	Hold	400	–	–	0.01%	307
2013 Q2	$14K	Buy	+400	New	+$14K	0.01%	296

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

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

IAM

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

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

EAM

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

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

RIM

Ranger International Management Lake Forest, Illinois $21.9M AUM 23.9% 1-Year Est. Return

Tiedemann Trust Wilmington, Delaware $542M AUM 1.38% 1-Year Est. Return

Apriem Advisors's ARLP Position: Q1 2015 in Review

Apriem Advisors sold out of Alliance Resource Partners (ARLP) in Q1 2015, closing a stake of 400 shares — an estimated $17K sold.

Apriem Advisors first reported a position in ARLP in Q2 2013 and held it in 7 quarters. The position peaked at $19K in Q2 2014. 150 funds tracked by Wall St. Rank hold ARLP as of Q1 2015.

Apriem Advisors reported no remaining Alliance Resource Partners position as of Q1 2015 after selling out during the quarter.
Apriem Advisors sold 400 Alliance Resource Partners shares in Q1 2015, an estimated $17K.
Apriem Advisors first reported a position in Alliance Resource Partners in Q2 2013 and held it in 7 quarters.
Apriem Advisors's Alliance Resource Partners position peaked at $19K in Q2 2014.
150 funds tracked by Wall St. Rank held Alliance Resource Partners as of Q1 2015.

Based on Apriem Advisors's 13F filing for Q1 2015, filed 7 May 2015.