Principal Financial Group
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Principal Financial Group’s Alliance Resource Partners ARLP Stock Holding History

Principal Financial 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
2019
Q1 		– Sell
-113,928
Closed -$1.98M – 2208
2018
Q4 		$1.98M Sell
113,928
-1,371,708
-92% -$26.7M ﹤0.01% 1717
2018
Q3 		$30.3M Sell
1,485,636
-75,859
-5% -$1.48M 0.03% 605
2018
Q2 		$28.7M Buy
1,561,495
+25,725
+2% +$463K 0.03% 597
2018
Q1 		$27.1M Sell
1,535,770
-154,142
-9% -$2.93M 0.03% 612
2017
Q4 		$33.3M Sell
1,689,912
-64,874
-4% -$1.24M 0.03% 547
2017
Q3 		$34M Buy
1,754,786
+245,133
+16% +$4.68M 0.03% 524
2017
Q2 		$28.5M Buy
1,509,653
+1,367,177
+960% +$29.5M 0.03% 586
2017
Q1 		$3.08M Sell
142,476
-2,631
-2% -$59.9K ﹤0.01% 1661
2016
Q4 		$3.26M Sell
145,107
-25,641
-15% -$602K ﹤0.01% 1640
2016
Q3 		$3.79M Sell
170,748
-17,712
-9% -$348K 0.01% 1552
2016
Q2 		$2.97M Sell
188,460
-24,290
-11% -$355K ﹤0.01% 1577
2016
Q1 		$2.48M Sell
212,750
-1,341
-0.6% -$16.3K ﹤0.01% 1580
2015
Q4 		$2.89M Buy
214,091
+33,219
+18% +$616K ﹤0.01% 1552
2015
Q3 		$4.03M Buy
180,872
+19,364
+12% +$473K 0.01% 1437
2015
Q2 		$4.03M Buy
+161,508
New +$4.92M 0.01% 1503
2015
Q1 		– Sell
-68,334
Closed -$2.94M – 2160
2014
Q4 		$2.94M Buy
68,334
+21,878
+47% +$972K ﹤0.01% 1592
2014
Q3 		$1.99M Buy
46,456
+12,032
+35% +$574K ﹤0.01% 1654
2014
Q2 		$1.61M Buy
34,424
+1,420
+4% +$63.5K ﹤0.01% 1730
2014
Q1 		$1.39M Sell
33,004
-13,274
-29% -$537K ﹤0.01% 1725
2013
Q4 		$1.78M Buy
46,278
+7,674
+20% +$289K ﹤0.01% 1690
2013
Q3 		$1.43M Buy
38,604
+10,668
+38% +$401K ﹤0.01% 1695
2013
Q2 		$987K Buy
+27,936
New +$981K ﹤0.01% 1732

Other funds holding ARLP

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 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
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
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

Principal Financial Group's ARLP Position: Q1 2019 in Review

Principal Financial Group sold out of Alliance Resource Partners (ARLP) in Q1 2019, closing a stake of 113,928 shares — an estimated $1.98M sold.

Principal Financial Group first reported a position in ARLP in Q2 2013 and held it in 22 quarters. The position peaked at $34M in Q3 2017. 136 funds tracked by Wall St. Rank hold ARLP as of Q1 2019.

  • Principal Financial Group reported no remaining Alliance Resource Partners position as of Q1 2019 after selling out during the quarter.
  • Principal Financial Group sold 113,928 Alliance Resource Partners shares in Q1 2019, an estimated $1.98M.
  • Principal Financial Group first reported a position in Alliance Resource Partners in Q2 2013 and held it in 22 quarters.
  • Principal Financial Group's Alliance Resource Partners position peaked at $34M in Q3 2017.
  • 136 funds tracked by Wall St. Rank held Alliance Resource Partners as of Q1 2019.

Based on Principal Financial Group's 13F filing for Q1 2019, filed 10 May 2019.