Obermeyer Wealth Partners’s Alliance Resource Partners ARLP Stock Holding History

Obermeyer Wealth Partners’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
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%	-$30.5K	0.07%	63
2015 Q1	$1.15M	Hold	34,450	–	–	0.09%	67
2014 Q4	$1.48M	Buy	+34,450	New	+$1.53M	0.13%	65

Other funds holding ARLP

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

Magnolia Group Omaha, Nebraska $538M AUM 5.13% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

EAM

Edge Asset Management Seattle, Washington $13.2B AUM 19.52% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

IAM

Impala Asset Management Palm Beach, Florida $215M AUM 86.77% 1-Year Est. Return

Obermeyer Wealth Partners's ARLP Position: Q3 2016 in Review

Obermeyer Wealth Partners sold out of Alliance Resource Partners (ARLP) in Q3 2016, closing a stake of 33,450 shares — an estimated $527K sold.

Obermeyer Wealth Partners first reported a position in ARLP in Q4 2014 and held it in 7 quarters. The position peaked at $1.48M in Q4 2014. 114 funds tracked by Wall St. Rank hold ARLP as of Q3 2016.

Obermeyer Wealth Partners reported no remaining Alliance Resource Partners position as of Q3 2016 after selling out during the quarter.
Obermeyer Wealth Partners sold 33,450 Alliance Resource Partners shares in Q3 2016, an estimated $527K.
Obermeyer Wealth Partners first reported a position in Alliance Resource Partners in Q4 2014 and held it in 7 quarters.
Obermeyer Wealth Partners's Alliance Resource Partners position peaked at $1.48M in Q4 2014.
114 funds tracked by Wall St. Rank held Alliance Resource Partners as of Q3 2016.

Based on Obermeyer Wealth Partners's 13F filing for Q3 2016, filed 4 Nov 2016.