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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 $6.36B AUM 17.8% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
MG
Magnolia Group Omaha, Nebraska $476M AUM 7.25% 1-Year Est. Return
BF
BOK Financial Tulsa, Oklahoma $7.25B AUM 33.76% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return
MLIM
Mountain Lake Investment Management Boca Raton, Florida $161M AUM 33.98% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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.