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Next Financial Group’s Alliance Resource Partners ARLP Stock Holding History

Next Financial Group’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
Q1 		– Sell
-3,193
Closed -$35K – 2113
2019
Q4 		$35K Sell
3,193
-314
-9% -$3.77K ﹤0.01% 1330
2019
Q3 		$56K Hold
3,507
– – 0.01% 1115
2019
Q2 		$60K Buy
+3,507
New +$63.7K 0.01% 1106
2019
Q1 		– Sell
-3,434
Closed -$60K – 1644
2018
Q4 		$60K Buy
3,434
+2,434
+243% +$47.4K 0.01% 752
2018
Q3 		$20K Buy
+1,000
New +$19.6K 0.01% 781
2017
Q4 		– Sell
-3,400
Closed -$70K – 330
2017
Q3 		$70K Hold
3,400
– – 0.02% 599
2017
Q2 		$64K Buy
3,400
+500
+17% +$10.8K 0.02% 699
2017
Q1 		$62K Sell
2,900
-800
-22% -$18.2K 0.02% 644
2016
Q4 		$83K Buy
3,700
+3,400
+1,133% +$79.8K 0.01% 755
2016
Q3 		$7K Buy
300
+100
+50% +$1.96K ﹤0.01% 1795
2016
Q2 		$3K Hold
200
– – ﹤0.01% 1497
2016
Q1 		$2K Sell
200
-1,200
-86% -$14.6K ﹤0.01% 1518
2015
Q4 		$18K Hold
1,400
– – 0.01% 955
2015
Q3 		$31K Hold
1,400
– – 0.01% 798
2015
Q2 		$34K Hold
1,400
– – 0.01% 807
2015
Q1 		$46K Hold
1,400
– – 0.01% 690
2014
Q4 		$60K Sell
1,400
-200
-13% -$8.88K 0.02% 596
2014
Q3 		$69K Sell
1,600
-200
-11% -$9.54K 0.01% 799
2014
Q2 		$85K Buy
+1,800
New +$80.5K 0.04% 252

Other funds holding ARLP

MG
Magnolia Group Omaha, Nebraska $538M AUM 5.13% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1B AUM 51.95% 1-Year Est. Return

Next Financial Group's ARLP Position: Q1 2020 in Review

Next Financial Group sold out of Alliance Resource Partners (ARLP) in Q1 2020, closing a stake of 3,193 shares — an estimated $35K sold.

Next Financial Group first reported a position in ARLP in Q2 2014 and held it in 19 quarters. The position peaked at $85K in Q2 2014. 105 funds tracked by Wall St. Rank hold ARLP as of Q1 2020.

  • Next Financial Group reported no remaining Alliance Resource Partners position as of Q1 2020 after selling out during the quarter.
  • Next Financial Group sold 3,193 Alliance Resource Partners shares in Q1 2020, an estimated $35K.
  • Next Financial Group first reported a position in Alliance Resource Partners in Q2 2014 and held it in 19 quarters.
  • Next Financial Group's Alliance Resource Partners position peaked at $85K in Q2 2014.
  • 105 funds tracked by Wall St. Rank held Alliance Resource Partners as of Q1 2020.

Based on Next Financial Group's 13F filing for Q1 2020, filed 27 Apr 2020.