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UBS’s Alliance Resource Partners ARLP Stock Holding History

UBS’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
Q3 		$90K Buy
+2,100
New +$100K ﹤0.01% 6113
2013
Q4 		– Sell
-2,200
Closed -$82K – 10371
2013
Q3 		$82K Sell
2,200
-4,400
-67% -$166K ﹤0.01% 6248
2013
Q2 		$233K Buy
+6,600
New +$232K ﹤0.01% 4933

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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return

UBS's ARLP Position: Q3 2014 in Review

UBS increased its Alliance Resource Partners (ARLP) stake by 43% in Q3 2014, buying an estimated $1.43M and bringing the position to 99,518 shares worth $4.26M. The position accounts for ﹤0.01% of the portfolio, ranked #2181.

UBS first reported a position in ARLP in Q2 2013 and has held it in 6 quarters since. 154 funds tracked by Wall St. Rank hold ARLP as of Q3 2014.

  • UBS held 99,518 shares of Alliance Resource Partners worth $4.26M as of Q3 2014.
  • UBS bought 30,056 Alliance Resource Partners shares in Q3 2014, an estimated $1.43M.
  • Alliance Resource Partners made up ﹤0.01% of UBS's portfolio in Q3 2014, its #2181 holding.
  • UBS first reported a position in Alliance Resource Partners in Q2 2013 and has held it in 6 quarters since.
  • 154 funds tracked by Wall St. Rank held Alliance Resource Partners as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.