Obermeyer Wealth Partners’s Alliance Resource Partners ARLP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-33,450
| Closed | -$527K | – | 130 |
|
|
2016
Q2 | $527K | Hold |
33,450
| – | – | 0.05% | 72 |
|
|
2016
Q1 | $390K | Hold |
33,450
| – | – | 0.04% | 84 |
|
|
2015
Q4 | $451K | Hold |
33,450
| – | – | 0.04% | 79 |
|
|
2015
Q3 | $745K | Hold |
33,450
| – | – | 0.08% | 55 |
|
|
2015
Q2 | $835K | Sell |
33,450
-1,000
| -3% | -$25K | 0.07% | 63 |
|
|
2015
Q1 | $1.15M | Hold |
34,450
| – | – | 0.09% | 67 |
|
|
2014
Q4 | $1.48M | Buy |
+34,450
| New | +$1.48M | 0.13% | 65 |
|