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New England Securities’s Alliance Resource Partners ARLP Stock Holding History

New England 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 		$28K Buy
+646
New +$28.7K 0.01% 757
2013
Q4 		– Sell
-1,204
Closed -$45K – 1633
2013
Q3 		$45K Buy
1,204
+464
+63% +$17.5K 0.02% 514
2013
Q2 		$26K Buy
+740
New +$26K 0.02% 602

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

New England Securities's ARLP Position: Q4 2014 in Review

New England Securities opened a new position in Alliance Resource Partners (ARLP) in Q4 2014: 646 shares worth $28K. The stake represents 0.01% of the portfolio and ranks #757 among its holdings. This is a return to the name: New England Securities previously reported a position in ARLP as recently as Q3 2013.

New England Securities first reported a position in ARLP in Q2 2013 and has held it in 3 quarters since. The position peaked at $45K in Q3 2013. 158 funds tracked by Wall St. Rank hold ARLP as of Q4 2014.

  • New England Securities held 646 shares of Alliance Resource Partners worth $28K as of Q4 2014.
  • Alliance Resource Partners was a new New England Securities position in Q4 2014.
  • Alliance Resource Partners made up 0.01% of New England Securities's portfolio in Q4 2014, its #757 holding.
  • New England Securities first reported a position in Alliance Resource Partners in Q2 2013 and has held it in 3 quarters since.
  • New England Securities's Alliance Resource Partners position peaked at $45K in Q3 2013.
  • 158 funds tracked by Wall St. Rank held Alliance Resource Partners as of Q4 2014.

Based on New England Securities's 13F filing for Q4 2014, filed 26 Jan 2015.