Regal Investment Advisors’s Alliance Resource Partners ARLP Stock Holding History

Regal Investment Advisors’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	–	Sell	-6,586	Closed	-$146K	–	299
2015 Q3	$146K	Buy	6,586 +6,511	+8,681%	+$159K	0.04%	289
2015 Q2	$1K	Sell	75 -5,160	-99%	-$157K	﹤0.01%	874
2015 Q1	$175K	Buy	5,235 +5,103	+3,866%	+$193K	0.04%	267
2014 Q4	$6K	Sell	132 -1,072	-89%	-$47.6K	﹤0.01%	710
2014 Q3	$52K	Sell	1,204 -7,027	-85%	-$335K	0.02%	406
2014 Q2	$384K	Sell	8,231 -48,065	-85%	-$2.15M	0.14%	151
2014 Q1	$2.37M	Buy	56,296 +16,938	+43%	+$685K	1%	22
2013 Q4	$1.51M	Buy	39,358 +7,616	+24%	+$286K	0.87%	30
2013 Q3	$1.18M	Sell	31,742 -2,500	-7%	-$94K	0.69%	48
2013 Q2	$1.21M	Buy	+34,242	New	+$1.2M	0.67%	37

Other funds holding ARLP

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 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 $303B AUM 30.15% 1-Year Est. Return

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

Regal Investment Advisors's ARLP Position: Q4 2015 in Review

Regal Investment Advisors sold out of Alliance Resource Partners (ARLP) in Q4 2015, closing a stake of 6,586 shares — an estimated $146K sold.

Regal Investment Advisors first reported a position in ARLP in Q2 2013 and held it in 10 quarters. The position peaked at $2.37M in Q1 2014. 117 funds tracked by Wall St. Rank hold ARLP as of Q4 2015.

Regal Investment Advisors reported no remaining Alliance Resource Partners position as of Q4 2015 after selling out during the quarter.
Regal Investment Advisors sold 6,586 Alliance Resource Partners shares in Q4 2015, an estimated $146K.
Regal Investment Advisors first reported a position in Alliance Resource Partners in Q2 2013 and held it in 10 quarters.
Regal Investment Advisors's Alliance Resource Partners position peaked at $2.37M in Q1 2014.
117 funds tracked by Wall St. Rank held Alliance Resource Partners as of Q4 2015.

Based on Regal Investment Advisors's 13F filing for Q4 2015, filed 8 Feb 2016.