GW
ARLP icon

GW & Wade’s Alliance Resource Partners ARLP Stock Holding History

GW & Wade’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
2015
Q4 		– Sell
-9,956
Closed -$222K – 219
2015
Q3 		$222K Buy
9,956
+175
+2% +$4.27K 0.05% 191
2015
Q2 		$244K Buy
9,781
+50
+0.5% +$1.52K 0.05% 206
2015
Q1 		$325K Buy
+9,731
New +$369K 0.06% 180

Other funds holding ARLP

EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
MG
Magnolia Group Omaha, Nebraska $538M AUM 5.13% 1-Year Est. Return
EAM
Edge Asset Management Seattle, Washington $13.2B AUM 19.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

GW & Wade's ARLP Position: Q4 2015 in Review

GW & Wade sold out of Alliance Resource Partners (ARLP) in Q4 2015, closing a stake of 9,956 shares — an estimated $222K sold.

GW & Wade first reported a position in ARLP in Q1 2015 and held it in 3 quarters. The position peaked at $325K in Q1 2015. 117 funds tracked by Wall St. Rank hold ARLP as of Q4 2015.

  • GW & Wade reported no remaining Alliance Resource Partners position as of Q4 2015 after selling out during the quarter.
  • GW & Wade sold 9,956 Alliance Resource Partners shares in Q4 2015, an estimated $222K.
  • GW & Wade first reported a position in Alliance Resource Partners in Q1 2015 and held it in 3 quarters.
  • GW & Wade's Alliance Resource Partners position peaked at $325K in Q1 2015.
  • 117 funds tracked by Wall St. Rank held Alliance Resource Partners as of Q4 2015.

Based on GW & Wade's 13F filing for Q4 2015, filed 12 Jan 2016.