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Lucus Advisors’s Alliance Resource Partners ARLP Stock Holding History

Lucus Advisors’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
Q3 		– Sell
-21,741
Closed -$343K – 220
2016
Q2 		$343K Buy
+21,741
New +$318K 0.28% 211

Other funds holding ARLP

EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
MG
Magnolia Group Omaha, Nebraska $538M AUM 5.13% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
IAM
Impala Asset Management Palm Beach, Florida $215M AUM 86.77% 1-Year Est. Return

Lucus Advisors's ARLP Position: Q3 2016 in Review

Lucus Advisors sold out of Alliance Resource Partners (ARLP) in Q3 2016, closing a stake of 21,741 shares — an estimated $343K sold.

Lucus Advisors first reported a position in ARLP in Q2 2016 and held it in 1 quarter. The position peaked at $343K in Q2 2016. 114 funds tracked by Wall St. Rank hold ARLP as of Q3 2016.

  • Lucus Advisors reported no remaining Alliance Resource Partners position as of Q3 2016 after selling out during the quarter.
  • Lucus Advisors sold 21,741 Alliance Resource Partners shares in Q3 2016, an estimated $343K.
  • Lucus Advisors first reported a position in Alliance Resource Partners in Q2 2016 and held it in 1 quarter.
  • Lucus Advisors's Alliance Resource Partners position peaked at $343K in Q2 2016.
  • 114 funds tracked by Wall St. Rank held Alliance Resource Partners as of Q3 2016.

Based on Lucus Advisors's 13F filing for Q3 2016, filed 4 Nov 2016.