Gradient Investments’s Alliance Resource Partners ARLP Stock Holding History

Gradient Investments’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	-600	Closed	-$10K	–	1094
2019 Q3	$10K	Buy	+600	New	+$9.8K	﹤0.01%	658
2016 Q3	–	Sell	-22	Closed	–	–	709
2016 Q2	$0	Buy	+22	New	+$321	﹤0.01%	708
2016 Q1	–	Sell	-400	Closed	-$5K	–	726
2015 Q4	$5K	Hold	400	–	–	﹤0.01%	481
2015 Q3	$9K	Sell	400 -50	-11%	-$1.22K	﹤0.01%	387
2015 Q2	$11K	Buy	450 +50	+13%	+$1.52K	﹤0.01%	370
2015 Q1	$13K	Hold	400	–	–	﹤0.01%	363
2014 Q4	$17K	Hold	400	–	–	﹤0.01%	310
2014 Q3	$17K	Hold	400	–	–	﹤0.01%	290
2014 Q2	$19K	Hold	400	–	–	﹤0.01%	290
2014 Q1	$17K	Buy	+400	New	+$16.2K	﹤0.01%	296
2013 Q3	–	Sell	-70	Closed	-$2K	–	493
2013 Q2	$2K	Buy	+70	New	+$2.46K	﹤0.01%	358

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

Gradient Investments's ARLP Position: Q4 2019 in Review

Gradient Investments sold out of Alliance Resource Partners (ARLP) in Q4 2019, closing a stake of 600 shares — an estimated $10K sold.

Gradient Investments first reported a position in ARLP in Q2 2013 and held it in 11 quarters. The position peaked at $19K in Q2 2014. 119 funds tracked by Wall St. Rank hold ARLP as of Q4 2019.

Gradient Investments reported no remaining Alliance Resource Partners position as of Q4 2019 after selling out during the quarter.
Gradient Investments sold 600 Alliance Resource Partners shares in Q4 2019, an estimated $10K.
Gradient Investments first reported a position in Alliance Resource Partners in Q2 2013 and held it in 11 quarters.
Gradient Investments's Alliance Resource Partners position peaked at $19K in Q2 2014.
119 funds tracked by Wall St. Rank held Alliance Resource Partners as of Q4 2019.

Based on Gradient Investments's 13F filing for Q4 2019, filed 15 Jan 2020.