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Optimum Investment Advisors’s Alliance Resource Partners ARLP Stock Holding History

Optimum Investment 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
2015
Q1 		$10K Hold
300
– – ﹤0.01% 797
2014
Q4 		$13K Hold
300
– – ﹤0.01% 806
2014
Q3 		$14K Hold
300
– – ﹤0.01% 704
2014
Q2 		$14K Buy
+300
New +$13.4K ﹤0.01% 718

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
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
IAM
Impala Asset Management Palm Beach, Florida $215M AUM 86.77% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
EAM
Edge Asset Management Seattle, Washington $13.2B AUM 19.52% 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
TT
Tiedemann Trust Wilmington, Delaware $542M AUM 1.38% 1-Year Est. Return

Optimum Investment Advisors's ARLP Position: Q1 2015 in Review

Optimum Investment Advisors held its Alliance Resource Partners (ARLP) position steady in Q1 2015 at 300 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #797.

Optimum Investment Advisors first reported a position in ARLP in Q2 2014 and has held it in 4 quarters since. The position peaked at $14K in Q3 2014. 150 funds tracked by Wall St. Rank hold ARLP as of Q1 2015.

  • Optimum Investment Advisors held 300 shares of Alliance Resource Partners worth $10K as of Q1 2015.
  • Optimum Investment Advisors left its Alliance Resource Partners share count unchanged in Q1 2015.
  • Alliance Resource Partners made up ﹤0.01% of Optimum Investment Advisors's portfolio in Q1 2015, its #797 holding.
  • Optimum Investment Advisors first reported a position in Alliance Resource Partners in Q2 2014 and has held it in 4 quarters since.
  • Optimum Investment Advisors's Alliance Resource Partners position peaked at $14K in Q3 2014.
  • 150 funds tracked by Wall St. Rank held Alliance Resource Partners as of Q1 2015.

Based on Optimum Investment Advisors's 13F filing for Q1 2015, filed 18 May 2015.