TCI Wealth Advisors’s Alliance Resource Partners ARLP Stock Holding History

TCI Wealth 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 Q2	–	Sell	-11,052	Closed	-$34K	–	1458
2020 Q1	$34K	Buy	11,052 +528	+5%	+$4.07K	0.02%	365
2019 Q4	$114K	Buy	10,524 +5,451	+107%	+$65.4K	0.04%	239
2019 Q3	$81K	Buy	+5,073	New	+$82.9K	0.04%	244
2018 Q1	–	Sell	-6,638	Closed	-$131K	–	1347
2017 Q4	$131K	Buy	6,638 +2,638	+66%	+$50.5K	0.06%	197
2017 Q3	$77K	Buy	+4,000	New	+$76.4K	0.04%	248
2014 Q1	–	Sell	-800	Closed	-$31K	–	882
2013 Q4	$31K	Hold	800	–	–	0.02%	295
2013 Q3	$30K	Hold	800	–	–	0.02%	244
2013 Q2	$28K	Buy	+800	New	+$28.1K	0.02%	267

Other funds holding ARLP

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

JHCP

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

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

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

MLIM

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

AAA

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

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

COF

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

TCI Wealth Advisors's ARLP Position: Q2 2020 in Review

TCI Wealth Advisors sold out of Alliance Resource Partners (ARLP) in Q2 2020, closing a stake of 11,052 shares — an estimated $34K sold.

TCI Wealth Advisors first reported a position in ARLP in Q2 2013 and held it in 8 quarters. The position peaked at $131K in Q4 2017. 95 funds tracked by Wall St. Rank hold ARLP as of Q2 2020.

TCI Wealth Advisors reported no remaining Alliance Resource Partners position as of Q2 2020 after selling out during the quarter.
TCI Wealth Advisors sold 11,052 Alliance Resource Partners shares in Q2 2020, an estimated $34K.
TCI Wealth Advisors first reported a position in Alliance Resource Partners in Q2 2013 and held it in 8 quarters.
TCI Wealth Advisors's Alliance Resource Partners position peaked at $131K in Q4 2017.
95 funds tracked by Wall St. Rank held Alliance Resource Partners as of Q2 2020.

Based on TCI Wealth Advisors's 13F filing for Q2 2020, filed 20 Jul 2020.