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Wealthspire Advisors (Maryland)’s Alliance Resource Partners ARLP Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-550
Closed -$11K – 558
2019
Q1 		$11K Sell
550
-140
-20% -$2.71K ﹤0.01% 1478
2018
Q4 		$12K Buy
690
+140
+25% +$2.73K ﹤0.01% 1389
2018
Q3 		$11K Hold
550
– – ﹤0.01% 1475
2018
Q2 		$10K Sell
550
-20
-4% -$360 ﹤0.01% 1523
2018
Q1 		$10K Sell
570
-580
-50% -$11K ﹤0.01% 1560
2017
Q4 		$23K Sell
1,150
-140
-11% -$2.68K ﹤0.01% 1279
2017
Q3 		$25K Sell
1,290
-180
-12% -$3.44K ﹤0.01% 1215
2017
Q2 		$28K Buy
1,470
+160
+12% +$3.46K ﹤0.01% 1141
2017
Q1 		$28K Buy
1,310
+840
+179% +$19.1K ﹤0.01% 967
2016
Q4 		$11K Sell
470
-10
-2% -$235 ﹤0.01% 1187
2016
Q3 		$11K Buy
+480
New +$9.43K ﹤0.01% 1223
2016
Q2 		– Sell
-600
Closed -$7K – 1686
2016
Q1 		$7K Hold
600
– – ﹤0.01% 1247
2015
Q4 		$8K Buy
+600
New +$11.1K ﹤0.01% 1242

Other funds holding ARLP

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
MG
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
MLIM
Mountain Lake Investment Management Boca Raton, Florida $155M AUM 38.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s ARLP Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Alliance Resource Partners (ARLP) in Q2 2019, closing a stake of 550 shares — an estimated $11K sold.

Wealthspire Advisors (Maryland) first reported a position in ARLP in Q4 2015 and held it in 13 quarters. The position peaked at $28K in Q2 2017. 132 funds tracked by Wall St. Rank hold ARLP as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Alliance Resource Partners position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 550 Alliance Resource Partners shares in Q2 2019, an estimated $11K.
  • Wealthspire Advisors (Maryland) first reported a position in Alliance Resource Partners in Q4 2015 and held it in 13 quarters.
  • Wealthspire Advisors (Maryland)'s Alliance Resource Partners position peaked at $28K in Q2 2017.
  • 132 funds tracked by Wall St. Rank held Alliance Resource Partners as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.