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Leavell Investment Management’s Alliance Resource Partners ARLP Stock Holding History

Leavell Investment Management’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
-6,950
Closed -$299K – 390
2014
Q4 		$299K Hold
6,950
– – 0.05% 323
2014
Q3 		$298K Hold
6,950
– – 0.05% 320
2014
Q2 		$324K Sell
6,950
-1,450
-17% -$64.8K 0.05% 307
2014
Q1 		$353K Buy
8,400
+400
+5% +$16.2K 0.06% 271
2013
Q4 		$308K Sell
8,000
-5,400
-40% -$203K 0.05% 302
2013
Q3 		$497K Hold
13,400
– – 0.09% 213
2013
Q2 		$473K Buy
+13,400
New +$471K 0.09% 212

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

Leavell Investment Management's ARLP Position: Q1 2015 in Review

Leavell Investment Management sold out of Alliance Resource Partners (ARLP) in Q1 2015, closing a stake of 6,950 shares — an estimated $299K sold.

Leavell Investment Management first reported a position in ARLP in Q2 2013 and held it in 7 quarters. The position peaked at $497K in Q3 2013. 150 funds tracked by Wall St. Rank hold ARLP as of Q1 2015.

  • Leavell Investment Management reported no remaining Alliance Resource Partners position as of Q1 2015 after selling out during the quarter.
  • Leavell Investment Management sold 6,950 Alliance Resource Partners shares in Q1 2015, an estimated $299K.
  • Leavell Investment Management first reported a position in Alliance Resource Partners in Q2 2013 and held it in 7 quarters.
  • Leavell Investment Management's Alliance Resource Partners position peaked at $497K in Q3 2013.
  • 150 funds tracked by Wall St. Rank held Alliance Resource Partners as of Q1 2015.

Based on Leavell Investment Management's 13F filing for Q1 2015, filed 17 Apr 2015.