Edge Asset Management’s Alliance Resource Partners ARLP Stock Holding History

Edge Asset 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
2017 Q1	$27.2M	Buy	1,257,088 +102,739	+9%	+$2.34M	0.21%	142
2016 Q4	$25.9M	Sell	1,154,349 -160,494	-12%	-$3.77M	0.2%	143
2016 Q3	$29.2M	Sell	1,314,843 -46,821	-3%	-$919K	0.24%	129
2016 Q2	$21.5M	Sell	1,361,664 -235,147	-15%	-$3.44M	0.19%	155
2016 Q1	$18.6M	Buy	1,596,811 +52,112	+3%	+$634K	0.18%	159
2015 Q4	$20.8M	Buy	1,544,699 +340,725	+28%	+$6.32M	0.2%	132
2015 Q3	$26.8M	Buy	1,203,974 +11,624	+1%	+$284K	0.27%	112
2015 Q2	$29.8M	Buy	1,192,350 +414,284	+53%	+$12.6M	0.27%	113
2015 Q1	$26M	Buy	778,066 +252,574	+48%	+$9.57M	0.23%	138
2014 Q4	$22.6M	Buy	525,492 +141,202	+37%	+$6.27M	0.22%	123
2014 Q3	$16.5M	Buy	384,290 +102,784	+37%	+$4.9M	0.16%	143
2014 Q2	$13.1M	Sell	281,506 -34,066	-11%	-$1.52M	0.13%	169
2014 Q1	$13.3M	Sell	315,572 -139,728	-31%	-$5.65M	0.14%	157
2013 Q4	$17.5M	Sell	455,300 -207,696	-31%	-$7.81M	0.19%	114
2013 Q3	$24.1M	Buy	662,996 +374,110	+130%	+$14.1M	0.15%	137
2013 Q2	$10.2M	Buy	+288,886	New	+$10.1M	0.13%	143

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

Magnolia Group Omaha, Nebraska $538M AUM 5.13% 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

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

Antipodes Partners Royal Exchange, Australia $5.19B AUM 36.17% 1-Year Est. Return

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

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Edge Asset Management's ARLP Position: Q1 2017 in Review

Edge Asset Management increased its Alliance Resource Partners (ARLP) stake by 8.9% in Q1 2017, buying an estimated $2.34M and bringing the position to 1,257,088 shares worth $27.2M. The position accounts for 0.21% of the portfolio, ranked #142.

Edge Asset Management first reported a position in ARLP in Q2 2013 and has held it in 16 quarters since. The position peaked at $29.8M in Q2 2015. 115 funds tracked by Wall St. Rank hold ARLP as of Q1 2017.

Edge Asset Management held 1,257,088 shares of Alliance Resource Partners worth $27.2M as of Q1 2017.
Edge Asset Management bought 102,739 Alliance Resource Partners shares in Q1 2017, an estimated $2.34M.
Alliance Resource Partners made up 0.21% of Edge Asset Management's portfolio in Q1 2017, its #142 holding.
Edge Asset Management first reported a position in Alliance Resource Partners in Q2 2013 and has held it in 16 quarters since.
Edge Asset Management's Alliance Resource Partners position peaked at $29.8M in Q2 2015.
115 funds tracked by Wall St. Rank held Alliance Resource Partners as of Q1 2017.

Based on Edge Asset Management's 13F filing for Q1 2017, filed 11 May 2017.