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Pathstone Family Office’s Alliance Resource Partners ARLP Stock Holding History

Pathstone Family Office’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
2021
Q1 		– Sell
-4,151
Closed -$19K – 702
2020
Q4 		$19K Buy
+4,151
New +$15.9K ﹤0.01% 704

Other funds holding ARLP

SMA
Sage Mountain Advisors Atlanta, Georgia $1.43B AUM 16.47% 1-Year Est. Return
MG
Magnolia Group Omaha, Nebraska $538M AUM 5.13% 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
MLIM
Mountain Lake Investment Management Boca Raton, Florida $155M AUM 38.76% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return

Pathstone Family Office's ARLP Position: Q1 2021 in Review

Pathstone Family Office sold out of Alliance Resource Partners (ARLP) in Q1 2021, closing a stake of 4,151 shares — an estimated $19K sold.

Pathstone Family Office first reported a position in ARLP in Q4 2020 and held it in 1 quarter. The position peaked at $19K in Q4 2020. 89 funds tracked by Wall St. Rank hold ARLP as of Q1 2021.

  • Pathstone Family Office reported no remaining Alliance Resource Partners position as of Q1 2021 after selling out during the quarter.
  • Pathstone Family Office sold 4,151 Alliance Resource Partners shares in Q1 2021, an estimated $19K.
  • Pathstone Family Office first reported a position in Alliance Resource Partners in Q4 2020 and held it in 1 quarter.
  • Pathstone Family Office's Alliance Resource Partners position peaked at $19K in Q4 2020.
  • 89 funds tracked by Wall St. Rank held Alliance Resource Partners as of Q1 2021.

Based on Pathstone Family Office's 13F filing for Q1 2021, filed 14 May 2021.