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B. Riley Wealth Management’s Alliance Resource Partners ARLP Stock Holding History

B. Riley Wealth Management’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
2021
Q1 		– Sell
-20,000
Closed -$90K – 435
2020
Q4 		$90K Buy
20,000
+10,000
+100% +$38.3K 0.01% 365
2020
Q3 		$28K Hold
10,000
– – ﹤0.01% 409
2020
Q2 		$33K Buy
+10,000
New +$34.3K ﹤0.01% 414
2015
Q3 		– Sell
-525
Closed -$13K – 177
2015
Q2 		$13K Buy
+525
New +$16K 0.01% 686

Other funds holding ARLP

SMA
Sage Mountain Advisors Atlanta, Georgia $1.43B AUM 16.47% 1-Year Est. Return
MG
Magnolia Group Omaha, Nebraska $538M AUM 5.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JHCP
Jackson Hole Capital Partners Tulsa, Oklahoma $605M AUM 22.77% 1-Year Est. Return
MLIM
Mountain Lake Investment Management Boca Raton, Florida $155M AUM 38.76% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return

B. Riley Wealth Management's ARLP Position: Q1 2021 in Review

B. Riley Wealth Management sold out of Alliance Resource Partners (ARLP) in Q1 2021, closing a stake of 20,000 shares — an estimated $90K sold.

B. Riley Wealth Management first reported a position in ARLP in Q2 2015 and held it in 4 quarters. The position peaked at $90K in Q4 2020. 89 funds tracked by Wall St. Rank hold ARLP as of Q1 2021.

  • B. Riley Wealth Management reported no remaining Alliance Resource Partners position as of Q1 2021 after selling out during the quarter.
  • B. Riley Wealth Management sold 20,000 Alliance Resource Partners shares in Q1 2021, an estimated $90K.
  • B. Riley Wealth Management first reported a position in Alliance Resource Partners in Q2 2015 and held it in 4 quarters.
  • B. Riley Wealth Management's Alliance Resource Partners position peaked at $90K in Q4 2020.
  • 89 funds tracked by Wall St. Rank held Alliance Resource Partners as of Q1 2021.

Based on B. Riley Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.