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Sonora Investment Management’s Alliance Resource Partners ARLP Stock Holding History

Sonora Investment Management’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
2017
Q3 		– Sell
-600
Closed -$11.3K – 1170
2017
Q2 		$11.3K Buy
+600
New +$13K ﹤0.01% 672
2016
Q1 		– Sell
-200
Closed -$3K – 968
2015
Q4 		$3K Hold
200
– – ﹤0.01% 681
2015
Q3 		$5K Buy
+200
New +$4.88K ﹤0.01% 694

Other funds holding ARLP

EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MG
Magnolia Group Omaha, Nebraska $538M AUM 5.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sonora Investment Management's ARLP Position: Q3 2017 in Review

Sonora Investment Management sold out of Alliance Resource Partners (ARLP) in Q3 2017, closing a stake of 600 shares — an estimated $11.3K sold.

Sonora Investment Management first reported a position in ARLP in Q3 2015 and held it in 3 quarters. The position peaked at $11.3K in Q2 2017. 107 funds tracked by Wall St. Rank hold ARLP as of Q3 2017.

  • Sonora Investment Management reported no remaining Alliance Resource Partners position as of Q3 2017 after selling out during the quarter.
  • Sonora Investment Management sold 600 Alliance Resource Partners shares in Q3 2017, an estimated $11.3K.
  • Sonora Investment Management first reported a position in Alliance Resource Partners in Q3 2015 and held it in 3 quarters.
  • Sonora Investment Management's Alliance Resource Partners position peaked at $11.3K in Q2 2017.
  • 107 funds tracked by Wall St. Rank held Alliance Resource Partners as of Q3 2017.

Based on Sonora Investment Management's 13F filing for Q3 2017, filed 12 Oct 2017.