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Polaris Wealth Advisory Group’s Alliance Resource Partners ARLP Stock Holding History

Polaris Wealth Advisory Group’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
2018
Q4 		– Sell
-1,000
Closed -$20K – 160
2018
Q3 		$20K Buy
+1,000
New +$19.6K ﹤0.01% 327
2018
Q2 		– Sell
-1,000
Closed -$18K – 258
2018
Q1 		$18K Buy
+1,000
New +$19K ﹤0.01% 302

Other funds holding ARLP

EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
MG
Magnolia Group Omaha, Nebraska $538M AUM 5.13% 1-Year Est. Return
BF
BOK Financial Tulsa, Oklahoma $6.54B AUM 25.41% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.02B AUM 30.38% 1-Year Est. Return
MLIM
Mountain Lake Investment Management Boca Raton, Florida $155M AUM 38.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Polaris Wealth Advisory Group's ARLP Position: Q4 2018 in Review

Polaris Wealth Advisory Group sold out of Alliance Resource Partners (ARLP) in Q4 2018, closing a stake of 1,000 shares — an estimated $20K sold.

Polaris Wealth Advisory Group first reported a position in ARLP in Q1 2018 and held it in 2 quarters. The position peaked at $20K in Q3 2018. 136 funds tracked by Wall St. Rank hold ARLP as of Q4 2018.

  • Polaris Wealth Advisory Group reported no remaining Alliance Resource Partners position as of Q4 2018 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 1,000 Alliance Resource Partners shares in Q4 2018, an estimated $20K.
  • Polaris Wealth Advisory Group first reported a position in Alliance Resource Partners in Q1 2018 and held it in 2 quarters.
  • Polaris Wealth Advisory Group's Alliance Resource Partners position peaked at $20K in Q3 2018.
  • 136 funds tracked by Wall St. Rank held Alliance Resource Partners as of Q4 2018.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2018, filed 17 Jan 2019.