Independent Family Office’s Alliance Resource Partners ARLP Stock Holding History

Independent Family Office’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
2021 Q3	–	Sell	-10,000	Closed	-$72K	–	52
2021 Q2	$72K	Hold	10,000	–	–	0.03%	59
2021 Q1	$58K	Hold	10,000	–	–	0.02%	66
2020 Q4	$45K	Hold	10,000	–	–	0.02%	65
2020 Q3	$28K	Hold	10,000	–	–	0.01%	58
2020 Q2	$33K	Hold	10,000	–	–	0.02%	63
2020 Q1	$31K	Hold	10,000	–	–	0.02%	55
2019 Q4	$108K	Buy	+10,000	New	+$120K	0.07%	51

Other funds holding ARLP

SMA

Sage Mountain Advisors Atlanta, Georgia $1.43B AUM 16.47% 1-Year Est. Return

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

JHCP

Jackson Hole Capital Partners Tulsa, Oklahoma $605M AUM 22.77% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Independent Family Office's ARLP Position: Q3 2021 in Review

Independent Family Office sold out of Alliance Resource Partners (ARLP) in Q3 2021, closing a stake of 10,000 shares — an estimated $72K sold.

Independent Family Office first reported a position in ARLP in Q4 2019 and held it in 7 quarters. The position peaked at $108K in Q4 2019. 99 funds tracked by Wall St. Rank hold ARLP as of Q3 2021.

Independent Family Office reported no remaining Alliance Resource Partners position as of Q3 2021 after selling out during the quarter.
Independent Family Office sold 10,000 Alliance Resource Partners shares in Q3 2021, an estimated $72K.
Independent Family Office first reported a position in Alliance Resource Partners in Q4 2019 and held it in 7 quarters.
Independent Family Office's Alliance Resource Partners position peaked at $108K in Q4 2019.
99 funds tracked by Wall St. Rank held Alliance Resource Partners as of Q3 2021.

Based on Independent Family Office's 13F filing for Q3 2021, filed 4 Nov 2021.