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Whittier Trust’s Alliance Resource Partners ARLP Stock Holding History

Whittier Trust’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
Q3 		– Sell
-2,956
Closed -$50K – 1547
2019
Q2 		$50K Hold
2,956
– – ﹤0.01% 800
2019
Q1 		$60K Hold
2,956
– – ﹤0.01% 753
2018
Q4 		$51K Sell
2,956
-4,205
-59% -$81.9K ﹤0.01% 769
2018
Q3 		$146K Buy
+7,161
New +$140K ﹤0.01% 563

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
MG
Magnolia Group Omaha, Nebraska $538M AUM 5.13% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
JHCP
Jackson Hole Capital Partners Tulsa, Oklahoma $605M AUM 22.77% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
MLIM
Mountain Lake Investment Management Boca Raton, Florida $155M AUM 38.76% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
FP
Foundry Partners Minneapolis, Minnesota $1.89B AUM 9.84% 1-Year Est. Return

Whittier Trust's ARLP Position: Q3 2019 in Review

Whittier Trust sold out of Alliance Resource Partners (ARLP) in Q3 2019, closing a stake of 2,956 shares — an estimated $50K sold.

Whittier Trust first reported a position in ARLP in Q3 2018 and held it in 4 quarters. The position peaked at $146K in Q3 2018. 130 funds tracked by Wall St. Rank hold ARLP as of Q3 2019.

  • Whittier Trust reported no remaining Alliance Resource Partners position as of Q3 2019 after selling out during the quarter.
  • Whittier Trust sold 2,956 Alliance Resource Partners shares in Q3 2019, an estimated $50K.
  • Whittier Trust first reported a position in Alliance Resource Partners in Q3 2018 and held it in 4 quarters.
  • Whittier Trust's Alliance Resource Partners position peaked at $146K in Q3 2018.
  • 130 funds tracked by Wall St. Rank held Alliance Resource Partners as of Q3 2019.

Based on Whittier Trust's 13F filing for Q3 2019, filed 18 Oct 2019.