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Mosaic Family Wealth’s Alliance Resource Partners ARLP Stock Holding History

Mosaic Family Wealth’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
2017
Q4 		– Sell
-250
Closed -$5K – 689
2017
Q3 		$5K Buy
+250
New +$4.78K ﹤0.01% 688

Other funds holding ARLP

EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

Mosaic Family Wealth's ARLP Position: Q4 2017 in Review

Mosaic Family Wealth sold out of Alliance Resource Partners (ARLP) in Q4 2017, closing a stake of 250 shares — an estimated $5K sold.

Mosaic Family Wealth first reported a position in ARLP in Q3 2017 and held it in 1 quarter. The position peaked at $5K in Q3 2017. 118 funds tracked by Wall St. Rank hold ARLP as of Q4 2017.

  • Mosaic Family Wealth reported no remaining Alliance Resource Partners position as of Q4 2017 after selling out during the quarter.
  • Mosaic Family Wealth sold 250 Alliance Resource Partners shares in Q4 2017, an estimated $5K.
  • Mosaic Family Wealth first reported a position in Alliance Resource Partners in Q3 2017 and held it in 1 quarter.
  • Mosaic Family Wealth's Alliance Resource Partners position peaked at $5K in Q3 2017.
  • 118 funds tracked by Wall St. Rank held Alliance Resource Partners as of Q4 2017.

Based on Mosaic Family Wealth's 13F filing for Q4 2017, filed 13 Feb 2018.