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Fortem Financial Group’s Alliance Resource Partners ARLP Stock Holding History

Fortem Financial Group’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
2019
Q3 		– Sell
-19,716
Closed -$335K – 127
2019
Q2 		$335K Sell
19,716
-2,517
-11% -$45.7K 0.34% 63
2019
Q1 		$453K Buy
22,233
+49
+0.2% +$948 0.47% 54
2018
Q4 		$385K Buy
+22,184
New +$432K 0.46% 55

Other funds holding ARLP

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
MG
Magnolia Group Omaha, Nebraska $538M AUM 5.13% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
JHCP
Jackson Hole Capital Partners Tulsa, Oklahoma $605M AUM 22.77% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
MLIM
Mountain Lake Investment Management Boca Raton, Florida $155M AUM 38.76% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
FP
Foundry Partners Minneapolis, Minnesota $1.89B AUM 9.84% 1-Year Est. Return

Fortem Financial Group's ARLP Position: Q3 2019 in Review

Fortem Financial Group sold out of Alliance Resource Partners (ARLP) in Q3 2019, closing a stake of 19,716 shares — an estimated $335K sold.

Fortem Financial Group first reported a position in ARLP in Q4 2018 and held it in 3 quarters. The position peaked at $453K in Q1 2019. 130 funds tracked by Wall St. Rank hold ARLP as of Q3 2019.

  • Fortem Financial Group reported no remaining Alliance Resource Partners position as of Q3 2019 after selling out during the quarter.
  • Fortem Financial Group sold 19,716 Alliance Resource Partners shares in Q3 2019, an estimated $335K.
  • Fortem Financial Group first reported a position in Alliance Resource Partners in Q4 2018 and held it in 3 quarters.
  • Fortem Financial Group's Alliance Resource Partners position peaked at $453K in Q1 2019.
  • 130 funds tracked by Wall St. Rank held Alliance Resource Partners as of Q3 2019.

Based on Fortem Financial Group's 13F filing for Q3 2019, filed 12 Nov 2019.