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

Evercore 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
2015 Q4	–	Sell	-800	Closed	-$18K	–	1002
2015 Q3	$18K	Hold	800	–	–	﹤0.01%	757
2015 Q2	$20K	Sell	800 -1,800	-69%	-$54.8K	﹤0.01%	789
2015 Q1	$87K	Hold	2,600	–	–	﹤0.01%	550
2014 Q4	$111K	Buy	2,600 +800	+44%	+$35.5K	0.01%	449
2014 Q3	$77K	Hold	1,800	–	–	﹤0.01%	547
2014 Q2	$84K	Hold	1,800	–	–	﹤0.01%	534
2014 Q1	$76K	Hold	1,800	–	–	﹤0.01%	525
2013 Q4	$69K	Hold	1,800	–	–	﹤0.01%	515
2013 Q3	$67K	Hold	1,800	–	–	﹤0.01%	535
2013 Q2	$64K	Buy	+1,800	New	+$63.2K	﹤0.01%	538

Other funds holding ARLP

EIP

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

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

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

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

EAM

Edge Asset Management Seattle, Washington $13.2B AUM 19.52% 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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Evercore Wealth Management's ARLP Position: Q4 2015 in Review

Evercore Wealth Management sold out of Alliance Resource Partners (ARLP) in Q4 2015, closing a stake of 800 shares — an estimated $18K sold.

Evercore Wealth Management first reported a position in ARLP in Q2 2013 and held it in 10 quarters. The position peaked at $111K in Q4 2014. 117 funds tracked by Wall St. Rank hold ARLP as of Q4 2015.

Evercore Wealth Management reported no remaining Alliance Resource Partners position as of Q4 2015 after selling out during the quarter.
Evercore Wealth Management sold 800 Alliance Resource Partners shares in Q4 2015, an estimated $18K.
Evercore Wealth Management first reported a position in Alliance Resource Partners in Q2 2013 and held it in 10 quarters.
Evercore Wealth Management's Alliance Resource Partners position peaked at $111K in Q4 2014.
117 funds tracked by Wall St. Rank held Alliance Resource Partners as of Q4 2015.

Based on Evercore Wealth Management's 13F filing for Q4 2015, filed 16 Feb 2016.