Bank of Montreal
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Bank of Montreal’s Alliance Resource Partners ARLP Stock Holding History

Bank of Montreal’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
2020
Q2 		– Sell
-106,600
Closed -$340K – 4619
2020
Q1 		$340K Buy
106,600
+53,100
+99% +$409K ﹤0.01% 2140
2019
Q4 		$579K Sell
53,500
-85,900
-62% -$1.03M ﹤0.01% 2582
2019
Q3 		$2.23M Buy
+139,400
New +$2.28M ﹤0.01% 1622

Other funds holding ARLP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MG
Magnolia Group Omaha, Nebraska $538M AUM 5.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
P3I
Progeny 3 Inc Kirkland, Washington $1.87B AUM 30.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
JHCP
Jackson Hole Capital Partners Tulsa, Oklahoma $605M AUM 22.77% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
BCM
Bienville Capital Management New York $550M AUM 3.49% 1-Year Est. Return
RIA
Recurrent Investment Advisors Houston, Texas $1.66B AUM 38.27% 1-Year Est. Return

Bank of Montreal's ARLP Position: Q2 2023 in Review

Bank of Montreal sold out of Alliance Resource Partners (ARLP) in Q2 2023, closing a stake of 141,300 shares — an estimated $2.86M sold.

Bank of Montreal first reported a position in ARLP in Q2 2013 and held it in 37 quarters. The position peaked at $28.8M in Q3 2018. 128 funds tracked by Wall St. Rank hold ARLP as of Q2 2023.

  • Bank of Montreal reported no remaining Alliance Resource Partners position as of Q2 2023 after selling out during the quarter.
  • Bank of Montreal sold 141,300 Alliance Resource Partners shares in Q2 2023, an estimated $2.86M.
  • Bank of Montreal first reported a position in Alliance Resource Partners in Q2 2013 and held it in 37 quarters.
  • Bank of Montreal's Alliance Resource Partners position peaked at $28.8M in Q3 2018.
  • 128 funds tracked by Wall St. Rank held Alliance Resource Partners as of Q2 2023.

Based on Bank of Montreal's 13F filing for Q2 2023, filed 2 Aug 2023.