Partnervest Advisory Services’s Alliance Resource Partners ARLP Stock Holding History

Partnervest Advisory Services’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 Q3	–	Sell	-240	Closed	-$11K	–	192
2014 Q2	$11K	Hold	240	–	–	﹤0.01%	667
2014 Q1	$10K	Hold	240	–	–	﹤0.01%	648
2013 Q4	$9K	Hold	240	–	–	﹤0.01%	657
2013 Q3	$9K	Sell	240 -60	-20%	-$2.26K	﹤0.01%	668
2013 Q2	$11K	Buy	+300	New	+$10.5K	0.01%	574

Other funds holding ARLP

EIP

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

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

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

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return

Partnervest Advisory Services's ARLP Position: Q3 2014 in Review

Partnervest Advisory Services sold out of Alliance Resource Partners (ARLP) in Q3 2014, closing a stake of 240 shares — an estimated $11K sold.

Partnervest Advisory Services first reported a position in ARLP in Q2 2013 and held it in 5 quarters. The position peaked at $11K in Q2 2014. 154 funds tracked by Wall St. Rank hold ARLP as of Q3 2014.

Partnervest Advisory Services reported no remaining Alliance Resource Partners position as of Q3 2014 after selling out during the quarter.
Partnervest Advisory Services sold 240 Alliance Resource Partners shares in Q3 2014, an estimated $11K.
Partnervest Advisory Services first reported a position in Alliance Resource Partners in Q2 2013 and held it in 5 quarters.
Partnervest Advisory Services's Alliance Resource Partners position peaked at $11K in Q2 2014.
154 funds tracked by Wall St. Rank held Alliance Resource Partners as of Q3 2014.

Based on Partnervest Advisory Services's 13F filing for Q3 2014, filed 7 Nov 2014.