Financial Architects (New Jersey)’s Alliance Resource Partners ARLP Stock Holding History

Financial Architects (New Jersey)’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
2018 Q1	–	Sell	-409	Closed	-$8K	–	1391
2017 Q4	$8K	Sell	409 -20	-5%	-$383	﹤0.01%	1191
2017 Q3	$8K	Sell	429 -70	-14%	-$1.34K	﹤0.01%	1171
2017 Q2	$9K	Hold	499	–	–	﹤0.01%	1159
2017 Q1	$11K	Sell	499 -130	-21%	-$2.96K	﹤0.01%	1101
2016 Q4	$14K	Buy	629 +20	+3%	+$469	﹤0.01%	927
2016 Q3	$14K	Hold	609	–	–	﹤0.01%	921
2016 Q2	$10K	Buy	609 +20	+3%	+$292	﹤0.01%	969
2016 Q1	$7K	Buy	+589	New	+$7.17K	﹤0.01%	817
2015 Q3	–	Sell	-424	Closed	-$11K	–	251
2015 Q2	$11K	Hold	424	–	–	﹤0.01%	763
2015 Q1	$14K	Buy	+424	New	+$16.1K	0.01%	644

Other funds holding ARLP

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

DKCM

Davidson Kempner Capital Management New York $8.42B AUM 61.81% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Financial Architects (New Jersey)'s ARLP Position: Q1 2018 in Review

Financial Architects (New Jersey) sold out of Alliance Resource Partners (ARLP) in Q1 2018, closing a stake of 409 shares — an estimated $8K sold.

Financial Architects (New Jersey) first reported a position in ARLP in Q1 2015 and held it in 10 quarters. The position peaked at $14K in Q4 2016. 120 funds tracked by Wall St. Rank hold ARLP as of Q1 2018.

Financial Architects (New Jersey) reported no remaining Alliance Resource Partners position as of Q1 2018 after selling out during the quarter.
Financial Architects (New Jersey) sold 409 Alliance Resource Partners shares in Q1 2018, an estimated $8K.
Financial Architects (New Jersey) first reported a position in Alliance Resource Partners in Q1 2015 and held it in 10 quarters.
Financial Architects (New Jersey)'s Alliance Resource Partners position peaked at $14K in Q4 2016.
120 funds tracked by Wall St. Rank held Alliance Resource Partners as of Q1 2018.

Based on Financial Architects (New Jersey)'s 13F filing for Q1 2018, filed 23 Apr 2018.