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Atria Investments’s Alliance Resource Partners ARLP Stock Holding History

Atria Investments’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
2014
Q4 		– Sell
-64,656
Closed -$2.77M – 412
2014
Q3 		$2.77M Buy
64,656
+17,085
+36% +$815K 0.28% 68
2014
Q2 		$2.22M Buy
+47,571
New +$2.13M 0.22% 92

Other funds holding ARLP

EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IAM
Impala Asset Management Palm Beach, Florida $215M AUM 86.77% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
O
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
EAM
Edge Asset Management Seattle, Washington $13.2B AUM 19.52% 1-Year Est. Return
TT
Tiedemann Trust Wilmington, Delaware $542M AUM 1.38% 1-Year Est. Return

Atria Investments's ARLP Position: Q4 2014 in Review

Atria Investments sold out of Alliance Resource Partners (ARLP) in Q4 2014, closing a stake of 64,656 shares — an estimated $2.77M sold.

Atria Investments first reported a position in ARLP in Q2 2014 and held it in 2 quarters. The position peaked at $2.77M in Q3 2014. 158 funds tracked by Wall St. Rank hold ARLP as of Q4 2014.

  • Atria Investments reported no remaining Alliance Resource Partners position as of Q4 2014 after selling out during the quarter.
  • Atria Investments sold 64,656 Alliance Resource Partners shares in Q4 2014, an estimated $2.77M.
  • Atria Investments first reported a position in Alliance Resource Partners in Q2 2014 and held it in 2 quarters.
  • Atria Investments's Alliance Resource Partners position peaked at $2.77M in Q3 2014.
  • 158 funds tracked by Wall St. Rank held Alliance Resource Partners as of Q4 2014.

Based on Atria Investments's 13F filing for Q4 2014, filed 12 Jan 2015.