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

Montgomery 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
Q2 		– Sell
-6,000
Closed -$201K – 80
2015
Q1 		$201K Hold
6,000
– – 0.1% 76
2014
Q4 		$258K Buy
+6,000
New +$266K 0.12% 71

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
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
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
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
TT
Tiedemann Trust Wilmington, Delaware $542M AUM 1.38% 1-Year Est. Return

Montgomery Investment Management's ARLP Position: Q2 2015 in Review

Montgomery Investment Management sold out of Alliance Resource Partners (ARLP) in Q2 2015, closing a stake of 6,000 shares — an estimated $201K sold.

Montgomery Investment Management first reported a position in ARLP in Q4 2014 and held it in 2 quarters. The position peaked at $258K in Q4 2014. 136 funds tracked by Wall St. Rank hold ARLP as of Q2 2015.

  • Montgomery Investment Management reported no remaining Alliance Resource Partners position as of Q2 2015 after selling out during the quarter.
  • Montgomery Investment Management sold 6,000 Alliance Resource Partners shares in Q2 2015, an estimated $201K.
  • Montgomery Investment Management first reported a position in Alliance Resource Partners in Q4 2014 and held it in 2 quarters.
  • Montgomery Investment Management's Alliance Resource Partners position peaked at $258K in Q4 2014.
  • 136 funds tracked by Wall St. Rank held Alliance Resource Partners as of Q2 2015.

Based on Montgomery Investment Management's 13F filing for Q2 2015, filed 13 Aug 2015.