United Capital Financial Advisors’s Alliance Resource Partners ARLP Stock Holding History

United Capital Financial 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
2017 Q2	–	Sell	-15,873	Closed	-$344K	–	1272
2017 Q1	$344K	Sell	15,873 -11,865	-43%	-$270K	﹤0.01%	1008
2016 Q4	$623K	Sell	27,738 -886	-3%	-$20.8K	0.01%	876
2016 Q3	$635K	Buy	+28,624	New	+$562K	0.01%	894
2015 Q4	–	Sell	-21,153	Closed	-$471K	–	1207
2015 Q3	$471K	Buy	21,153 +5,104	+32%	+$125K	0.01%	911
2015 Q2	$401K	Buy	+16,049	New	+$489K	﹤0.01%	991
2015 Q1	–	Sell	-6,250	Closed	-$269K	–	1237
2014 Q4	$269K	Buy	+6,250	New	+$278K	﹤0.01%	1005
2013 Q3	–	Sell	-16,800	Closed	-$593K	–	680
2013 Q2	$593K	Buy	+16,800	New	+$590K	0.02%	482

Other funds holding ARLP

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

United Capital Financial Advisors's ARLP Position: Q2 2017 in Review

United Capital Financial Advisors sold out of Alliance Resource Partners (ARLP) in Q2 2017, closing a stake of 15,873 shares — an estimated $344K sold.

United Capital Financial Advisors first reported a position in ARLP in Q2 2013 and held it in 7 quarters. The position peaked at $635K in Q3 2016. 110 funds tracked by Wall St. Rank hold ARLP as of Q2 2017.

United Capital Financial Advisors reported no remaining Alliance Resource Partners position as of Q2 2017 after selling out during the quarter.
United Capital Financial Advisors sold 15,873 Alliance Resource Partners shares in Q2 2017, an estimated $344K.
United Capital Financial Advisors first reported a position in Alliance Resource Partners in Q2 2013 and held it in 7 quarters.
United Capital Financial Advisors's Alliance Resource Partners position peaked at $635K in Q3 2016.
110 funds tracked by Wall St. Rank held Alliance Resource Partners as of Q2 2017.

Based on United Capital Financial Advisors's 13F filing for Q2 2017, filed 14 Aug 2017.