Pinnacle Summer Investments’s Alliance Resource Partners ARLP Stock Holding History

Pinnacle Summer Investments’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 Q4	$7K	Buy	485 +15	+3%	+$278	﹤0.01%	585
2015 Q3	$11K	Buy	470 +13	+3%	+$317	﹤0.01%	727
2015 Q2	$11K	Buy	457 +9	+2%	+$274	﹤0.01%	524
2015 Q1	$15K	Buy	448 +8	+2%	+$303	﹤0.01%	704
2014 Q4	$18K	Hold	440	–	–	﹤0.01%	683
2014 Q3	$19K	Hold	440	–	–	﹤0.01%	692
2014 Q2	$21K	Hold	440	–	–	﹤0.01%	640
2014 Q1	$20K	Hold	440	–	–	﹤0.01%	597
2013 Q4	$17K	Hold	440	–	–	﹤0.01%	623
2013 Q3	$16K	Hold	440	–	–	﹤0.01%	582
2013 Q2	$16K	Buy	+440	New	+$15.5K	﹤0.01%	532

Other funds holding ARLP

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

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

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

Magnolia Group Omaha, Nebraska $538M AUM 5.13% 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

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Pinnacle Summer Investments's ARLP Position: Q4 2015 in Review

Pinnacle Summer Investments increased its Alliance Resource Partners (ARLP) stake by 3.2% in Q4 2015, buying an estimated $278 and bringing the position to 485 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #585.

Pinnacle Summer Investments first reported a position in ARLP in Q2 2013 and has held it in 11 quarters since. The position peaked at $21K in Q2 2014. 117 funds tracked by Wall St. Rank hold ARLP as of Q4 2015.

Pinnacle Summer Investments held 485 shares of Alliance Resource Partners worth $7K as of Q4 2015.
Pinnacle Summer Investments bought 15 Alliance Resource Partners shares in Q4 2015, an estimated $278.
Alliance Resource Partners made up ﹤0.01% of Pinnacle Summer Investments's portfolio in Q4 2015, its #585 holding.
Pinnacle Summer Investments first reported a position in Alliance Resource Partners in Q2 2013 and has held it in 11 quarters since.
Pinnacle Summer Investments's Alliance Resource Partners position peaked at $21K in Q2 2014.
117 funds tracked by Wall St. Rank held Alliance Resource Partners as of Q4 2015.

Based on Pinnacle Summer Investments's 13F filing for Q4 2015, filed 16 Feb 2016.