SFM
ARLP icon

Systematic Financial Management’s Alliance Resource Partners ARLP Stock Holding History

Systematic Financial 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
2014
Q4 		– Sell
-47,045
Closed -$2.02M – 679
2014
Q3 		$2.02M Buy
47,045
+5,255
+13% +$251K 0.01% 593
2014
Q2 		$1.95M Sell
41,790
-1,880
-4% -$84K 0.01% 474
2014
Q1 		$1.84M Sell
43,670
-6,190
-12% -$250K 0.01% 558
2013
Q4 		$1.92M Buy
+49,860
New +$1.88M 0.01% 476

Other funds holding ARLP

EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IAM
Impala Asset Management Palm Beach, Florida $215M AUM 86.77% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
RIM
Ranger International Management Lake Forest, Illinois $21.9M AUM 23.9% 1-Year Est. Return
EAM
Edge Asset Management Seattle, Washington $13.2B AUM 19.52% 1-Year Est. Return
TT
Tiedemann Trust Wilmington, Delaware $542M AUM 1.38% 1-Year Est. Return

Systematic Financial Management's ARLP Position: Q4 2014 in Review

Systematic Financial Management sold out of Alliance Resource Partners (ARLP) in Q4 2014, closing a stake of 47,045 shares — an estimated $2.02M sold.

Systematic Financial Management first reported a position in ARLP in Q4 2013 and held it in 4 quarters. The position peaked at $2.02M in Q3 2014. 158 funds tracked by Wall St. Rank hold ARLP as of Q4 2014.

  • Systematic Financial Management reported no remaining Alliance Resource Partners position as of Q4 2014 after selling out during the quarter.
  • Systematic Financial Management sold 47,045 Alliance Resource Partners shares in Q4 2014, an estimated $2.02M.
  • Systematic Financial Management first reported a position in Alliance Resource Partners in Q4 2013 and held it in 4 quarters.
  • Systematic Financial Management's Alliance Resource Partners position peaked at $2.02M in Q3 2014.
  • 158 funds tracked by Wall St. Rank held Alliance Resource Partners as of Q4 2014.

Based on Systematic Financial Management's 13F filing for Q4 2014, filed 10 Feb 2015.