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Sowell Financial Services’s Alliance Resource Partners ARLP Stock Holding History

Sowell Financial Services’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
Q1 		– Sell
-229
Closed -$2K – 2409
2019
Q4 		$2K Hold
229
– – ﹤0.01% 2153
2019
Q3 		$4K Buy
+229
New +$3.74K ﹤0.01% 1807

Other funds holding ARLP

MG
Magnolia Group Omaha, Nebraska $476M AUM 7.25% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JHCP
Jackson Hole Capital Partners Tulsa, Oklahoma $605M AUM 22.77% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
MLIM
Mountain Lake Investment Management Boca Raton, Florida $161M AUM 33.98% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
COF
Capital One Financial Mclean, Virginia $141M AUM 2.36% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1.16B AUM 53.61% 1-Year Est. Return

Sowell Financial Services's ARLP Position: Q1 2020 in Review

Sowell Financial Services sold out of Alliance Resource Partners (ARLP) in Q1 2020, closing a stake of 229 shares — an estimated $2K sold.

Sowell Financial Services first reported a position in ARLP in Q3 2019 and held it in 2 quarters. The position peaked at $4K in Q3 2019. 105 funds tracked by Wall St. Rank hold ARLP as of Q1 2020.

  • Sowell Financial Services reported no remaining Alliance Resource Partners position as of Q1 2020 after selling out during the quarter.
  • Sowell Financial Services sold 229 Alliance Resource Partners shares in Q1 2020, an estimated $2K.
  • Sowell Financial Services first reported a position in Alliance Resource Partners in Q3 2019 and held it in 2 quarters.
  • Sowell Financial Services's Alliance Resource Partners position peaked at $4K in Q3 2019.
  • 105 funds tracked by Wall St. Rank held Alliance Resource Partners as of Q1 2020.

Based on Sowell Financial Services's 13F filing for Q1 2020, filed 12 May 2020.