Burney Company’s Alliance Resource Partners ARLP Stock Holding History

Burney 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
2018 Q1	–	Sell	-12,102	Closed	-$238K	–	412
2017 Q4	$238K	Buy	+12,102	New	+$232K	0.01%	387
2015 Q2	–	Sell	-92,898	Closed	-$3.11M	–	399
2015 Q1	$3.11M	Buy	92,898 +145	+0.2%	+$5.49K	0.21%	126
2014 Q4	$3.99M	Buy	92,753 +657	+0.7%	+$29.2K	0.32%	99
2014 Q3	$3.94M	Sell	92,096 -1,855	-2%	-$88.5K	0.34%	94
2014 Q2	$4.38M	Sell	93,951 -2,023	-2%	-$90.4K	0.38%	89
2014 Q1	$4.04M	Sell	95,974 -2,328	-2%	-$94.2K	0.37%	90
2013 Q4	$3.79M	Sell	98,302 -6,514	-6%	-$245K	0.37%	87
2013 Q3	$3.88M	Sell	104,816 -3,194	-3%	-$120K	0.43%	75
2013 Q2	$3.81M	Buy	+108,010	New	+$3.79M	0.48%	72

Other funds holding ARLP

EIP

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

DKCM

Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Burney Company's ARLP Position: Q1 2018 in Review

Burney Company sold out of Alliance Resource Partners (ARLP) in Q1 2018, closing a stake of 12,102 shares — an estimated $238K sold.

Burney Company first reported a position in ARLP in Q2 2013 and held it in 9 quarters. The position peaked at $4.38M in Q2 2014. 120 funds tracked by Wall St. Rank hold ARLP as of Q1 2018.

Burney Company reported no remaining Alliance Resource Partners position as of Q1 2018 after selling out during the quarter.
Burney Company sold 12,102 Alliance Resource Partners shares in Q1 2018, an estimated $238K.
Burney Company first reported a position in Alliance Resource Partners in Q2 2013 and held it in 9 quarters.
Burney Company's Alliance Resource Partners position peaked at $4.38M in Q2 2014.
120 funds tracked by Wall St. Rank held Alliance Resource Partners as of Q1 2018.

Based on Burney Company's 13F filing for Q1 2018, filed 8 May 2018.