Mariner Wealth Advisors (Cincinnati)’s Alliance Resource Partners ARLP Stock Holding History

Mariner Wealth Advisors (Cincinnati)’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
2018 Q3	$873K	Sell	42,800 -132	-0.3%	-$2.58K	0.05%	149
2018 Q2	$788K	Sell	42,932 -3,053	-7%	-$55K	0.05%	150
2018 Q1	$812K	Hold	45,985	–	–	0.05%	140
2017 Q4	$906K	Sell	45,985 -415	-0.9%	-$7.94K	0.05%	131
2017 Q3	$898K	Sell	46,400 -575	-1%	-$11K	0.06%	131
2017 Q2	$888K	Hold	46,975	–	–	0.06%	131
2017 Q1	$1.02M	Sell	46,975 -117	-0.2%	-$2.66K	0.07%	118
2016 Q4	$1.06M	Buy	47,092 +117	+0.2%	+$2.75K	0.08%	120
2016 Q3	$1.04M	Sell	46,975 -9,000	-16%	-$177K	0.09%	117
2016 Q2	$882K	Hold	55,975	–	–	0.08%	122
2016 Q1	$652K	Hold	55,975	–	–	0.06%	133
2015 Q4	$755K	Buy	+55,975	New	+$1.04M	0.07%	125

Other funds holding ARLP

EIP

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

NIM

NXG Investment Management Dallas, Texas $2.02B AUM 30.38% 1-Year Est. Return

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

Mariner Wealth Advisors (Cincinnati)'s ARLP Position: Q3 2018 in Review

Mariner Wealth Advisors (Cincinnati) reduced its Alliance Resource Partners (ARLP) stake by 0.31% in Q3 2018, selling an estimated $2.58K and leaving 42,800 shares worth $873K. The position accounts for 0.05% of the portfolio, ranked #149.

Mariner Wealth Advisors (Cincinnati) first reported a position in ARLP in Q4 2015 and has held it in 12 quarters since. The position peaked at $1.06M in Q4 2016. 136 funds tracked by Wall St. Rank hold ARLP as of Q3 2018.

Mariner Wealth Advisors (Cincinnati) held 42,800 shares of Alliance Resource Partners worth $873K as of Q3 2018.
Mariner Wealth Advisors (Cincinnati) sold 132 Alliance Resource Partners shares in Q3 2018, an estimated $2.58K.
Alliance Resource Partners made up 0.05% of Mariner Wealth Advisors (Cincinnati)'s portfolio in Q3 2018, its #149 holding.
Mariner Wealth Advisors (Cincinnati) first reported a position in Alliance Resource Partners in Q4 2015 and has held it in 12 quarters since.
Mariner Wealth Advisors (Cincinnati)'s Alliance Resource Partners position peaked at $1.06M in Q4 2016.
136 funds tracked by Wall St. Rank held Alliance Resource Partners as of Q3 2018.

Based on Mariner Wealth Advisors (Cincinnati)'s 13F filing for Q3 2018, filed 13 Nov 2018.