Index Management Solutions’s Alliance Resource Partners ARLP Stock Holding History

Index Management Solutions’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 Q1	–	Sell	-404,563	Closed	-$17.4M	–	770
2014 Q4	$17.4M	Buy	404,563 +12,746	+3%	+$566K	2.4%	5
2014 Q3	$16.8M	Buy	391,817 +32,247	+9%	+$1.54M	1.91%	9
2014 Q2	$16.8M	Buy	359,570 +36,858	+11%	+$1.65M	2.04%	8
2014 Q1	$13.6M	Sell	322,712 -57,238	-15%	-$2.32M	2.2%	6
2013 Q4	$14.6M	Buy	379,950 +19,438	+5%	+$731K	3.68%	2
2013 Q3	$13.4M	Buy	+360,512	New	+$13.6M	3.98%	2

Other funds holding ARLP

EIP

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

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

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

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

IAM

Impala Asset Management Palm Beach, Florida $215M AUM 86.77% 1-Year Est. Return

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

EAM

Edge Asset Management Seattle, Washington $13.2B AUM 19.52% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

RIM

Ranger International Management Lake Forest, Illinois $21.9M AUM 23.9% 1-Year Est. Return

Tiedemann Trust Wilmington, Delaware $542M AUM 1.38% 1-Year Est. Return

Index Management Solutions's ARLP Position: Q1 2015 in Review

Index Management Solutions sold out of Alliance Resource Partners (ARLP) in Q1 2015, closing a stake of 404,563 shares — an estimated $17.4M sold.

Index Management Solutions first reported a position in ARLP in Q3 2013 and held it in 6 quarters. The position peaked at $17.4M in Q4 2014. 150 funds tracked by Wall St. Rank hold ARLP as of Q1 2015.

Index Management Solutions reported no remaining Alliance Resource Partners position as of Q1 2015 after selling out during the quarter.
Index Management Solutions sold 404,563 Alliance Resource Partners shares in Q1 2015, an estimated $17.4M.
Index Management Solutions first reported a position in Alliance Resource Partners in Q3 2013 and held it in 6 quarters.
Index Management Solutions's Alliance Resource Partners position peaked at $17.4M in Q4 2014.
150 funds tracked by Wall St. Rank held Alliance Resource Partners as of Q1 2015.

Based on Index Management Solutions's 13F filing for Q1 2015, filed 15 May 2015.