Schroder Investment Management Group’s Alliance Resource Partners ARLP Stock Holding History

Schroder Investment Management 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 Q1	–	Sell	-8,500	Closed	-$167K	–	1272
2017 Q4	$167K	Buy	+8,500	New	+$163K	﹤0.01%	1217
2015 Q4	–	Sell	-362,360	Closed	-$8.07M	–	1178
2015 Q3	$8.07M	Sell	362,360 -41,968	-10%	-$1.02M	0.02%	646
2015 Q2	$9.96M	Sell	404,328 -64,714	-14%	-$1.97M	0.02%	641
2015 Q1	$15M	Buy	469,042 +2,500	+0.5%	+$94.7K	0.03%	551
2014 Q4	$20.1M	Sell	466,542 -416,044	-47%	-$18.5M	0.04%	488
2014 Q3	$37.8M	Sell	882,586 -149,800	-15%	-$7.15M	0.05%	333
2014 Q2	$48.2M	Sell	1,032,386 -208,700	-17%	-$9.33M	0.06%	283
2014 Q1	$52.2M	Sell	1,241,086 -23,282	-2%	-$942K	0.06%	261
2013 Q4	$48.7M	Buy	1,264,368 +67,800	+6%	+$2.55M	0.06%	257
2013 Q3	$44.4M	Sell	1,196,568 -42,000	-3%	-$1.58M	0.11%	228
2013 Q2	$43.7M	Buy	+1,238,568	New	+$43.5M	0.12%	215

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

Schroder Investment Management Group's ARLP Position: Q1 2018 in Review

Schroder Investment Management Group sold out of Alliance Resource Partners (ARLP) in Q1 2018, closing a stake of 8,500 shares — an estimated $167K sold.

Schroder Investment Management Group first reported a position in ARLP in Q2 2013 and held it in 11 quarters. The position peaked at $52.2M in Q1 2014. 120 funds tracked by Wall St. Rank hold ARLP as of Q1 2018.

Schroder Investment Management Group reported no remaining Alliance Resource Partners position as of Q1 2018 after selling out during the quarter.
Schroder Investment Management Group sold 8,500 Alliance Resource Partners shares in Q1 2018, an estimated $167K.
Schroder Investment Management Group first reported a position in Alliance Resource Partners in Q2 2013 and held it in 11 quarters.
Schroder Investment Management Group's Alliance Resource Partners position peaked at $52.2M in Q1 2014.
120 funds tracked by Wall St. Rank held Alliance Resource Partners as of Q1 2018.

Based on Schroder Investment Management Group's 13F filing for Q1 2018, filed 11 May 2018.