Chartwell Investment Partners’s Alliance Resource Partners ARLP Stock Holding History

Chartwell Investment Partners’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
2016 Q4	–	Sell	-26,000	Closed	-$577K	–	412
2016 Q3	$577K	Hold	26,000	–	–	0.01%	397
2016 Q2	$410K	Hold	26,000	–	–	0.01%	388
2016 Q1	$303K	Hold	26,000	–	–	0.01%	318
2015 Q4	$351K	Hold	26,000	–	–	0.01%	291
2015 Q3	$579K	Hold	26,000	–	–	0.01%	288
2015 Q2	$649K	Hold	26,000	–	–	0.01%	294
2015 Q1	$869K	Hold	26,000	–	–	0.02%	294
2014 Q4	$1.12M	Hold	26,000	–	–	0.02%	323
2014 Q3	$1.11M	Hold	26,000	–	–	0.03%	313
2014 Q2	$1.21M	Hold	26,000	–	–	0.03%	310
2014 Q1	$1.09M	Buy	26,000 +5,000	+24%	+$202K	0.02%	312
2013 Q4	$808K	Hold	21,000	–	–	0.02%	332
2013 Q3	$778K	Buy	+21,000	New	+$790K	0.02%	340

Other funds holding ARLP

EIP

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

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

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

EAM

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

Magnolia Group Omaha, Nebraska $538M AUM 5.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Chartwell Investment Partners's ARLP Position: Q4 2016 in Review

Chartwell Investment Partners sold out of Alliance Resource Partners (ARLP) in Q4 2016, closing a stake of 26,000 shares — an estimated $577K sold.

Chartwell Investment Partners first reported a position in ARLP in Q3 2013 and held it in 13 quarters. The position peaked at $1.21M in Q2 2014. 113 funds tracked by Wall St. Rank hold ARLP as of Q4 2016.

Chartwell Investment Partners reported no remaining Alliance Resource Partners position as of Q4 2016 after selling out during the quarter.
Chartwell Investment Partners sold 26,000 Alliance Resource Partners shares in Q4 2016, an estimated $577K.
Chartwell Investment Partners first reported a position in Alliance Resource Partners in Q3 2013 and held it in 13 quarters.
Chartwell Investment Partners's Alliance Resource Partners position peaked at $1.21M in Q2 2014.
113 funds tracked by Wall St. Rank held Alliance Resource Partners as of Q4 2016.

Based on Chartwell Investment Partners's 13F filing for Q4 2016, filed 14 Feb 2017.