United Capital Financial Advisors’s Alliance Resource Partners ARLP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q2 | – | Sell |
-15,873
| Closed | -$344K | – | 1272 |
|
2017
Q1 | $344K | Sell |
15,873
-11,865
| -43% | -$257K | ﹤0.01% | 1008 |
|
2016
Q4 | $623K | Sell |
27,738
-886
| -3% | -$19.9K | 0.01% | 876 |
|
2016
Q3 | $635K | Buy |
+28,624
| New | +$635K | 0.01% | 894 |
|
2015
Q4 | – | Sell |
-21,153
| Closed | -$471K | – | 1207 |
|
2015
Q3 | $471K | Buy |
21,153
+5,104
| +32% | +$114K | 0.01% | 911 |
|
2015
Q2 | $401K | Buy |
+16,049
| New | +$401K | ﹤0.01% | 991 |
|
2015
Q1 | – | Sell |
-6,250
| Closed | -$269K | – | 1237 |
|
2014
Q4 | $269K | Buy |
+6,250
| New | +$269K | ﹤0.01% | 1005 |
|
2013
Q3 | – | Sell |
-16,800
| Closed | -$593K | – | 680 |
|
2013
Q2 | $593K | Buy |
+16,800
| New | +$593K | 0.02% | 482 |
|