Foundry Partners’s Alliance Resource Partners ARLP Stock Holding History

Foundry Partners’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 Q4	–	Sell	-435,361	Closed	-$6.97M	–	398
2019 Q3	$6.97M	Buy	435,361 +46,124	+12%	+$753K	0.29%	123
2019 Q2	$6.61M	Buy	389,237 +38,480	+11%	+$699K	0.26%	131
2019 Q1	$7.14M	Buy	350,757 +28,874	+9%	+$558K	0.29%	122
2018 Q4	$5.58M	Buy	321,883 +43,845	+16%	+$854K	0.25%	139
2018 Q3	$5.67M	Buy	278,038 +816	+0.3%	+$16K	0.22%	177
2018 Q2	$5.09M	Buy	277,222 +41,575	+18%	+$749K	0.21%	193
2018 Q1	$4.16M	Buy	235,647 +14,583	+7%	+$277K	0.18%	200
2017 Q4	$4.36M	Buy	221,064 +7,049	+3%	+$135K	0.18%	197
2017 Q3	$4.14M	Buy	214,015 +18,811	+10%	+$359K	0.17%	218
2017 Q2	$3.69M	Buy	+195,204	New	+$4.22M	0.15%	233

Other funds holding ARLP

EIP

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 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

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

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

MLIM

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

AAA

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

Foundry Partners's ARLP Position: Q4 2019 in Review

Foundry Partners sold out of Alliance Resource Partners (ARLP) in Q4 2019, closing a stake of 435,361 shares — an estimated $6.97M sold.

Foundry Partners first reported a position in ARLP in Q2 2017 and held it in 10 quarters. The position peaked at $7.14M in Q1 2019. 119 funds tracked by Wall St. Rank hold ARLP as of Q4 2019.

Foundry Partners reported no remaining Alliance Resource Partners position as of Q4 2019 after selling out during the quarter.
Foundry Partners sold 435,361 Alliance Resource Partners shares in Q4 2019, an estimated $6.97M.
Foundry Partners first reported a position in Alliance Resource Partners in Q2 2017 and held it in 10 quarters.
Foundry Partners's Alliance Resource Partners position peaked at $7.14M in Q1 2019.
119 funds tracked by Wall St. Rank held Alliance Resource Partners as of Q4 2019.

Based on Foundry Partners's 13F filing for Q4 2019, filed 10 Feb 2020.