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

Focused 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
2020 Q3	–	Sell	-200	Closed	-$1K	–	774
2020 Q2	$1K	Hold	200	–	–	﹤0.01%	707
2020 Q1	$1K	Hold	200	–	–	﹤0.01%	642
2019 Q4	$2K	Hold	200	–	–	﹤0.01%	633
2019 Q3	$3K	Hold	200	–	–	﹤0.01%	603
2019 Q2	$3K	Hold	200	–	–	﹤0.01%	635
2019 Q1	$4K	Hold	200	–	–	﹤0.01%	563
2018 Q4	$3K	Buy	+200	New	+$3.9K	﹤0.01%	573
2018 Q3	–	Sell	-200	Closed	-$4K	–	650
2018 Q2	$4K	Hold	200	–	–	﹤0.01%	525
2018 Q1	$4K	Hold	200	–	–	﹤0.01%	570
2017 Q4	$4K	Hold	200	–	–	﹤0.01%	562
2017 Q3	$4K	Hold	200	–	–	﹤0.01%	528
2017 Q2	$4K	Buy	+200	New	+$4.32K	﹤0.01%	572

Other funds holding ARLP

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

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

JHCP

Jackson Hole Capital Partners Tulsa, Oklahoma $605M AUM 22.77% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

MLIM

Mountain Lake Investment Management Boca Raton, Florida $155M AUM 38.76% 1-Year Est. Return

COF

Capital One Financial Mclean, Virginia $141M AUM 2.36% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

GCP

GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return

Focused Wealth Management's ARLP Position: Q3 2020 in Review

Focused Wealth Management sold out of Alliance Resource Partners (ARLP) in Q3 2020, closing a stake of 200 shares — an estimated $1K sold.

Focused Wealth Management first reported a position in ARLP in Q2 2017 and held it in 12 quarters. The position peaked at $4K in Q1 2019. 91 funds tracked by Wall St. Rank hold ARLP as of Q3 2020.

Focused Wealth Management reported no remaining Alliance Resource Partners position as of Q3 2020 after selling out during the quarter.
Focused Wealth Management sold 200 Alliance Resource Partners shares in Q3 2020, an estimated $1K.
Focused Wealth Management first reported a position in Alliance Resource Partners in Q2 2017 and held it in 12 quarters.
Focused Wealth Management's Alliance Resource Partners position peaked at $4K in Q1 2019.
91 funds tracked by Wall St. Rank held Alliance Resource Partners as of Q3 2020.

Based on Focused Wealth Management's 13F filing for Q3 2020, filed 19 Oct 2020.