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Moser Wealth Advisors’s Alliance Resource Partners ARLP Stock Holding History

Moser Wealth 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
2020
Q2 		– Sell
-1,870
Closed -$6K – 116
2020
Q1 		$6K Hold
1,870
– – 0.01% 113
2019
Q4 		$20K Buy
+1,870
New +$22.4K 0.02% 112

Other funds holding ARLP

MG
Magnolia Group Omaha, Nebraska $538M AUM 5.13% 1-Year Est. Return
JHCP
Jackson Hole Capital Partners Tulsa, Oklahoma $605M AUM 22.77% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MLIM
Mountain Lake Investment Management Boca Raton, Florida $155M AUM 38.76% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
COF
Capital One Financial Mclean, Virginia $141M AUM 2.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Moser Wealth Advisors's ARLP Position: Q2 2020 in Review

Moser Wealth Advisors sold out of Alliance Resource Partners (ARLP) in Q2 2020, closing a stake of 1,870 shares — an estimated $6K sold.

Moser Wealth Advisors first reported a position in ARLP in Q4 2019 and held it in 2 quarters. The position peaked at $20K in Q4 2019. 95 funds tracked by Wall St. Rank hold ARLP as of Q2 2020.

  • Moser Wealth Advisors reported no remaining Alliance Resource Partners position as of Q2 2020 after selling out during the quarter.
  • Moser Wealth Advisors sold 1,870 Alliance Resource Partners shares in Q2 2020, an estimated $6K.
  • Moser Wealth Advisors first reported a position in Alliance Resource Partners in Q4 2019 and held it in 2 quarters.
  • Moser Wealth Advisors's Alliance Resource Partners position peaked at $20K in Q4 2019.
  • 95 funds tracked by Wall St. Rank held Alliance Resource Partners as of Q2 2020.

Based on Moser Wealth Advisors's 13F filing for Q2 2020, filed 22 Jul 2020.