WA
ARLP icon

WFG Advisors’s Alliance Resource Partners ARLP Stock Holding History

WFG 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 		$6K Buy
+305
New +$6.59K ﹤0.01% 1236
2017
Q1 		– Sell
-305
Closed -$7K – 1487
2016
Q4 		$7K Buy
+305
New +$7.16K ﹤0.01% 1191
2013
Q4 		– Sell
-104
Closed -$4K – 2224
2013
Q3 		$4K Buy
104
+2
+2% +$75 ﹤0.01% 1775
2013
Q2 		$4K Buy
+102
New +$3.58K ﹤0.01% 1705

Other funds holding ARLP

EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
MG
Magnolia Group Omaha, Nebraska $538M AUM 5.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WFG Advisors's ARLP Position: Q2 2017 in Review

WFG Advisors opened a new position in Alliance Resource Partners (ARLP) in Q2 2017: 305 shares worth $6K. The stake represents ﹤0.01% of the portfolio and ranks #1236 among its holdings. This is a return to the name: WFG Advisors previously reported a position in ARLP as recently as Q4 2016.

WFG Advisors first reported a position in ARLP in Q2 2013 and has held it in 4 quarters since. The position peaked at $7K in Q4 2016. 110 funds tracked by Wall St. Rank hold ARLP as of Q2 2017.

  • WFG Advisors held 305 shares of Alliance Resource Partners worth $6K as of Q2 2017.
  • Alliance Resource Partners was a new WFG Advisors position in Q2 2017.
  • Alliance Resource Partners made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1236 holding.
  • WFG Advisors first reported a position in Alliance Resource Partners in Q2 2013 and has held it in 4 quarters since.
  • WFG Advisors's Alliance Resource Partners position peaked at $7K in Q4 2016.
  • 110 funds tracked by Wall St. Rank held Alliance Resource Partners as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.