Bush ODonnell Investment Advisors’s Alliance Resource Partners ARLP Stock Holding History

Bush ODonnell Investment 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 Q4	–	Sell	-9,558	Closed	-$213K	–	46
2015 Q3	$213K	Hold	9,558	–	–	0.15%	43
2015 Q2	$239K	Hold	9,558	–	–	0.15%	41
2015 Q1	$320K	Buy	9,558 +660	+7%	+$25K	0.19%	38
2014 Q4	$383K	Hold	8,898	–	–	0.21%	36
2014 Q3	$381K	Sell	8,898 -6,120	-41%	-$292K	0.22%	35
2014 Q2	$701K	Sell	15,018 -1,840	-11%	-$82.3K	0.39%	31
2014 Q1	$709K	Buy	16,858 +3,410	+25%	+$138K	0.36%	32
2013 Q4	$518K	Sell	13,448 -3,420	-20%	-$129K	0.27%	35
2013 Q3	$625K	Hold	16,868	–	–	0.3%	34
2013 Q2	$596K	Buy	+16,868	New	+$592K	0.3%	36

Other funds holding ARLP

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Magnolia Group Omaha, Nebraska $476M AUM 7.25% 1-Year Est. Return

EAM

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Bush ODonnell Investment Advisors's ARLP Position: Q4 2015 in Review

Bush ODonnell Investment Advisors sold out of Alliance Resource Partners (ARLP) in Q4 2015, closing a stake of 9,558 shares — an estimated $213K sold.

Bush ODonnell Investment Advisors first reported a position in ARLP in Q2 2013 and held it in 10 quarters. The position peaked at $709K in Q1 2014. 117 funds tracked by Wall St. Rank hold ARLP as of Q4 2015.

Bush ODonnell Investment Advisors reported no remaining Alliance Resource Partners position as of Q4 2015 after selling out during the quarter.
Bush ODonnell Investment Advisors sold 9,558 Alliance Resource Partners shares in Q4 2015, an estimated $213K.
Bush ODonnell Investment Advisors first reported a position in Alliance Resource Partners in Q2 2013 and held it in 10 quarters.
Bush ODonnell Investment Advisors's Alliance Resource Partners position peaked at $709K in Q1 2014.
117 funds tracked by Wall St. Rank held Alliance Resource Partners as of Q4 2015.

Based on Bush ODonnell Investment Advisors's 13F filing for Q4 2015, filed 9 Feb 2016.