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M Holdings Securities’s Alliance Resource Partners ARLP Stock Holding History

M Holdings Securities’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
2014
Q4 		– Sell
-530
Closed -$23K – 199
2014
Q3 		$23K Buy
+530
New +$25.3K 0.01% 498

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
IAM
Impala Asset Management Palm Beach, Florida $215M AUM 86.77% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
EAM
Edge Asset Management Seattle, Washington $13.2B AUM 19.52% 1-Year Est. Return
TT
Tiedemann Trust Wilmington, Delaware $542M AUM 1.38% 1-Year Est. Return

M Holdings Securities's ARLP Position: Q4 2014 in Review

M Holdings Securities sold out of Alliance Resource Partners (ARLP) in Q4 2014, closing a stake of 530 shares — an estimated $23K sold.

M Holdings Securities first reported a position in ARLP in Q3 2014 and held it in 1 quarter. The position peaked at $23K in Q3 2014. 158 funds tracked by Wall St. Rank hold ARLP as of Q4 2014.

  • M Holdings Securities reported no remaining Alliance Resource Partners position as of Q4 2014 after selling out during the quarter.
  • M Holdings Securities sold 530 Alliance Resource Partners shares in Q4 2014, an estimated $23K.
  • M Holdings Securities first reported a position in Alliance Resource Partners in Q3 2014 and held it in 1 quarter.
  • M Holdings Securities's Alliance Resource Partners position peaked at $23K in Q3 2014.
  • 158 funds tracked by Wall St. Rank held Alliance Resource Partners as of Q4 2014.

Based on M Holdings Securities's 13F filing for Q4 2014, filed 13 Feb 2015.