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HL Financial Services’s Alliance Resource Partners ARLP Stock Holding History

HL Financial Services’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
2016
Q4 		– Sell
-9,000
Closed -$200K – 660
2016
Q3 		$200K Sell
9,000
-1,400
-13% -$27.5K ﹤0.01% 626
2016
Q2 		$164K Buy
+10,400
New +$152K ﹤0.01% 640
2013
Q4 		– Sell
-13,352
Closed -$495K – 626
2013
Q3 		$495K Buy
+13,352
New +$502K 0.02% 358

Other funds holding ARLP

EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
EAM
Edge Asset Management Seattle, Washington $13.2B AUM 19.52% 1-Year Est. Return
MG
Magnolia Group Omaha, Nebraska $538M AUM 5.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HL Financial Services's ARLP Position: Q4 2016 in Review

HL Financial Services sold out of Alliance Resource Partners (ARLP) in Q4 2016, closing a stake of 9,000 shares — an estimated $200K sold.

HL Financial Services first reported a position in ARLP in Q3 2013 and held it in 3 quarters. The position peaked at $495K in Q3 2013. 113 funds tracked by Wall St. Rank hold ARLP as of Q4 2016.

  • HL Financial Services reported no remaining Alliance Resource Partners position as of Q4 2016 after selling out during the quarter.
  • HL Financial Services sold 9,000 Alliance Resource Partners shares in Q4 2016, an estimated $200K.
  • HL Financial Services first reported a position in Alliance Resource Partners in Q3 2013 and held it in 3 quarters.
  • HL Financial Services's Alliance Resource Partners position peaked at $495K in Q3 2013.
  • 113 funds tracked by Wall St. Rank held Alliance Resource Partners as of Q4 2016.

Based on HL Financial Services's 13F filing for Q4 2016, filed 31 Jan 2017.