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

Elite 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
2014
Q4 		– Sell
-2,000
Closed -$86K – 103
2014
Q3 		$86K Hold
2,000
– – 0.08% 96
2014
Q2 		$93K Hold
2,000
– – 0.09% 79
2014
Q1 		$84K Hold
2,000
– – 0.07% 92
2013
Q4 		$77K Hold
2,000
– – 0.06% 119
2013
Q3 		$74K Hold
2,000
– – 0.07% 143
2013
Q2 		$71K Buy
+2,000
New +$70.2K 0.1% 106

Other funds holding ARLP

EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IAM
Impala Asset Management Palm Beach, Florida $215M AUM 86.77% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 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
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
RIM
Ranger International Management Lake Forest, Illinois $21.9M AUM 23.9% 1-Year Est. Return
EAM
Edge Asset Management Seattle, Washington $13.2B AUM 19.52% 1-Year Est. Return
TT
Tiedemann Trust Wilmington, Delaware $542M AUM 1.38% 1-Year Est. Return

Elite Wealth Management's ARLP Position: Q4 2014 in Review

Elite Wealth Management sold out of Alliance Resource Partners (ARLP) in Q4 2014, closing a stake of 2,000 shares — an estimated $86K sold.

Elite Wealth Management first reported a position in ARLP in Q2 2013 and held it in 6 quarters. The position peaked at $93K in Q2 2014. 158 funds tracked by Wall St. Rank hold ARLP as of Q4 2014.

  • Elite Wealth Management reported no remaining Alliance Resource Partners position as of Q4 2014 after selling out during the quarter.
  • Elite Wealth Management sold 2,000 Alliance Resource Partners shares in Q4 2014, an estimated $86K.
  • Elite Wealth Management first reported a position in Alliance Resource Partners in Q2 2013 and held it in 6 quarters.
  • Elite Wealth Management's Alliance Resource Partners position peaked at $93K in Q2 2014.
  • 158 funds tracked by Wall St. Rank held Alliance Resource Partners as of Q4 2014.

Based on Elite Wealth Management's 13F filing for Q4 2014, filed 13 Oct 2016.