ZIM
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Zacks Investment Management’s Alliance Resource Partners ARLP Stock Holding History

Zacks Investment Management’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
2014
Q3 		– Sell
-5,958
Closed -$278K – 660
2014
Q2 		$278K Sell
5,958
-694
-10% -$31K 0.01% 597
2014
Q1 		$280K Sell
6,652
-264
-4% -$10.7K 0.01% 548
2013
Q4 		$266K Sell
6,916
-68
-1% -$2.56K 0.01% 578
2013
Q3 		$259K Buy
6,984
+1,138
+19% +$42.8K 0.01% 558
2013
Q2 		$206K Buy
+5,846
New +$205K 0.01% 565

Other funds holding ARLP

EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IAM
Impala Asset Management Palm Beach, Florida $215M AUM 86.77% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return

Zacks Investment Management's ARLP Position: Q3 2014 in Review

Zacks Investment Management sold out of Alliance Resource Partners (ARLP) in Q3 2014, closing a stake of 5,958 shares — an estimated $278K sold.

Zacks Investment Management first reported a position in ARLP in Q2 2013 and held it in 5 quarters. The position peaked at $280K in Q1 2014. 154 funds tracked by Wall St. Rank hold ARLP as of Q3 2014.

  • Zacks Investment Management reported no remaining Alliance Resource Partners position as of Q3 2014 after selling out during the quarter.
  • Zacks Investment Management sold 5,958 Alliance Resource Partners shares in Q3 2014, an estimated $278K.
  • Zacks Investment Management first reported a position in Alliance Resource Partners in Q2 2013 and held it in 5 quarters.
  • Zacks Investment Management's Alliance Resource Partners position peaked at $280K in Q1 2014.
  • 154 funds tracked by Wall St. Rank held Alliance Resource Partners as of Q3 2014.

Based on Zacks Investment Management's 13F filing for Q3 2014, filed 13 Nov 2014.