Sheaff Brock Investment Advisors’s Alliance Resource Partners ARLP Stock Holding History

Sheaff Brock 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
2020 Q4	–	Sell	-16,000	Closed	-$44K	–	485
2020 Q3	$44K	Hold	16,000	–	–	﹤0.01%	451
2020 Q2	$52K	Hold	16,000	–	–	0.01%	439
2020 Q1	$50K	Buy	16,000 +4,000	+33%	+$30.8K	0.01%	397
2019 Q4	$130K	Buy	+12,000	New	+$144K	0.01%	441
2017 Q4	–	Sell	-11,295	Closed	-$219K	–	531
2017 Q3	$219K	Buy	+11,295	New	+$216K	0.03%	451
2017 Q2	–	Sell	-9,284	Closed	-$201K	–	607
2017 Q1	$201K	Buy	9,284 +120	+1%	+$2.73K	0.03%	512
2016 Q4	$206K	Buy	+9,164	New	+$215K	0.03%	509
2016 Q1	–	Sell	-14,412	Closed	-$194K	–	632
2015 Q4	$194K	Buy	+14,412	New	+$267K	0.02%	518

Other funds holding ARLP

SMA

Sage Mountain Advisors Atlanta, Georgia $1.43B AUM 16.47% 1-Year Est. Return

Magnolia Group Omaha, Nebraska $538M AUM 5.13% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JHCP

Jackson Hole Capital Partners Tulsa, Oklahoma $605M AUM 22.77% 1-Year Est. Return

MLIM

Mountain Lake Investment Management Boca Raton, Florida $155M AUM 38.76% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

COF

Capital One Financial Mclean, Virginia $141M AUM 2.36% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

Sheaff Brock Investment Advisors's ARLP Position: Q4 2020 in Review

Sheaff Brock Investment Advisors sold out of Alliance Resource Partners (ARLP) in Q4 2020, closing a stake of 16,000 shares — an estimated $44K sold.

Sheaff Brock Investment Advisors first reported a position in ARLP in Q4 2015 and held it in 8 quarters. The position peaked at $219K in Q3 2017. 91 funds tracked by Wall St. Rank hold ARLP as of Q4 2020.

Sheaff Brock Investment Advisors reported no remaining Alliance Resource Partners position as of Q4 2020 after selling out during the quarter.
Sheaff Brock Investment Advisors sold 16,000 Alliance Resource Partners shares in Q4 2020, an estimated $44K.
Sheaff Brock Investment Advisors first reported a position in Alliance Resource Partners in Q4 2015 and held it in 8 quarters.
Sheaff Brock Investment Advisors's Alliance Resource Partners position peaked at $219K in Q3 2017.
91 funds tracked by Wall St. Rank held Alliance Resource Partners as of Q4 2020.

Based on Sheaff Brock Investment Advisors's 13F filing for Q4 2020, filed 1 Feb 2021.