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Crestwood Advisors Group’s Alliance Resource Partners ARLP Stock Holding History

Crestwood Advisors Group’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
2017
Q2 		– Sell
-250
Closed -$6K – 174
2017
Q1 		$6K Buy
+250
New +$5.69K ﹤0.01% 456

Other funds holding ARLP

EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
MG
Magnolia Group Omaha, Nebraska $538M AUM 5.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Crestwood Advisors Group's ARLP Position: Q2 2017 in Review

Crestwood Advisors Group sold out of Alliance Resource Partners (ARLP) in Q2 2017, closing a stake of 250 shares — an estimated $6K sold.

Crestwood Advisors Group first reported a position in ARLP in Q1 2017 and held it in 1 quarter. The position peaked at $6K in Q1 2017. 110 funds tracked by Wall St. Rank hold ARLP as of Q2 2017.

  • Crestwood Advisors Group reported no remaining Alliance Resource Partners position as of Q2 2017 after selling out during the quarter.
  • Crestwood Advisors Group sold 250 Alliance Resource Partners shares in Q2 2017, an estimated $6K.
  • Crestwood Advisors Group first reported a position in Alliance Resource Partners in Q1 2017 and held it in 1 quarter.
  • Crestwood Advisors Group's Alliance Resource Partners position peaked at $6K in Q1 2017.
  • 110 funds tracked by Wall St. Rank held Alliance Resource Partners as of Q2 2017.

Based on Crestwood Advisors Group's 13F filing for Q2 2017, filed 31 Jul 2017.