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Cornerstone Wealth Management’s Alliance Resource Partners ARLP Stock Holding History

Cornerstone 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
2019
Q2 		– Sell
-2,795
Closed -$251K – 371
2019
Q1 		$251K Buy
+2,795
New +$54.1K 0.03% 432
2018
Q4 		– Sell
-65,450
Closed -$3.4M – 378
2018
Q3 		$3.4M Buy
65,450
+9,342
+17% +$183K 0.04% 372
2018
Q2 		$3.13M Buy
+56,108
New +$1.01M 0.04% 413

Other funds holding ARLP

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
MG
Magnolia Group Omaha, Nebraska $538M AUM 5.13% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Cornerstone Wealth Management's ARLP Position: Q2 2019 in Review

Cornerstone Wealth Management sold out of Alliance Resource Partners (ARLP) in Q2 2019, closing a stake of 2,795 shares — an estimated $251K sold.

Cornerstone Wealth Management first reported a position in ARLP in Q2 2018 and held it in 3 quarters. The position peaked at $3.4M in Q3 2018. 132 funds tracked by Wall St. Rank hold ARLP as of Q2 2019.

  • Cornerstone Wealth Management reported no remaining Alliance Resource Partners position as of Q2 2019 after selling out during the quarter.
  • Cornerstone Wealth Management sold 2,795 Alliance Resource Partners shares in Q2 2019, an estimated $251K.
  • Cornerstone Wealth Management first reported a position in Alliance Resource Partners in Q2 2018 and held it in 3 quarters.
  • Cornerstone Wealth Management's Alliance Resource Partners position peaked at $3.4M in Q3 2018.
  • 132 funds tracked by Wall St. Rank held Alliance Resource Partners as of Q2 2019.

Based on Cornerstone Wealth Management's 13F filing for Q2 2019, filed 2 Aug 2019.