Reilly Financial Advisors’s Alliance Resource Partners ARLP Stock Holding History

Reilly Financial 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
2018 Q1	–	Sell	-610	Closed	-$12K	–	969
2017 Q4	$12K	Hold	610	–	–	﹤0.01%	611
2017 Q3	$12K	Hold	610	–	–	﹤0.01%	595
2017 Q2	$12K	Hold	610	–	–	﹤0.01%	602
2017 Q1	$13K	Hold	610	–	–	﹤0.01%	553
2016 Q4	$14K	Hold	610	–	–	﹤0.01%	505
2016 Q3	$14K	Hold	610	–	–	﹤0.01%	458
2016 Q2	$10K	Hold	610	–	–	﹤0.01%	500
2016 Q1	$7K	Hold	610	–	–	﹤0.01%	837
2015 Q4	$8K	Hold	610	–	–	﹤0.01%	830
2015 Q3	$14K	Hold	610	–	–	﹤0.01%	688
2015 Q2	$15K	Buy	+610	New	+$18.6K	﹤0.01%	746
2013 Q3	–	Sell	-400	Closed	-$14K	–	740
2013 Q2	$14K	Buy	+400	New	+$14K	﹤0.01%	404

Other funds holding ARLP

EIP

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

DKCM

Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Reilly Financial Advisors's ARLP Position: Q1 2018 in Review

Reilly Financial Advisors sold out of Alliance Resource Partners (ARLP) in Q1 2018, closing a stake of 610 shares — an estimated $12K sold.

Reilly Financial Advisors first reported a position in ARLP in Q2 2013 and held it in 12 quarters. The position peaked at $15K in Q2 2015. 120 funds tracked by Wall St. Rank hold ARLP as of Q1 2018.

Reilly Financial Advisors reported no remaining Alliance Resource Partners position as of Q1 2018 after selling out during the quarter.
Reilly Financial Advisors sold 610 Alliance Resource Partners shares in Q1 2018, an estimated $12K.
Reilly Financial Advisors first reported a position in Alliance Resource Partners in Q2 2013 and held it in 12 quarters.
Reilly Financial Advisors's Alliance Resource Partners position peaked at $15K in Q2 2015.
120 funds tracked by Wall St. Rank held Alliance Resource Partners as of Q1 2018.

Based on Reilly Financial Advisors's 13F filing for Q1 2018, filed 30 Apr 2018.