Bell & Brown Wealth Advisors’s Martin Midstream Partners MMLP Stock Holding History

Bell & Brown Wealth Advisors’s Portfolio MMLP Stock Details MMLP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-11,150	Closed	-$49K	–	84
2019 Q3	$49K	Sell	11,150 -550	-5%	-$2.83K	0.04%	81
2019 Q2	$84K	Hold	11,700	–	–	0.07%	79
2019 Q1	$146K	Sell	11,700 -1,800	-13%	-$22.7K	0.13%	81
2018 Q4	$139K	Sell	13,500 -2,500	-16%	-$28.8K	0.15%	75
2018 Q3	$218K	Sell	16,000 -800	-5%	-$9.93K	0.2%	80
2018 Q2	$232K	Buy	16,800 +400	+2%	+$5.81K	0.23%	77
2018 Q1	$259K	Sell	16,400 -400	-2%	-$5.93K	0.27%	80
2017 Q4	$235K	Buy	+16,800	New	+$252K	0.24%	76

Other funds holding MMLP

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AIA

Arrow Investment Advisors Laurel, Maryland $93.9M AUM 10.95% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Bollard Group Boston, Massachusetts $3.39B AUM 1.06% 1-Year Est. Return

AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

Bell & Brown Wealth Advisors's MMLP Position: Q4 2019 in Review

Bell & Brown Wealth Advisors sold out of Martin Midstream Partners (MMLP) in Q4 2019, closing a stake of 11,150 shares — an estimated $49K sold.

Bell & Brown Wealth Advisors first reported a position in MMLP in Q4 2017 and held it in 8 quarters. The position peaked at $259K in Q1 2018. 49 funds tracked by Wall St. Rank hold MMLP as of Q4 2019.

Bell & Brown Wealth Advisors reported no remaining Martin Midstream Partners position as of Q4 2019 after selling out during the quarter.
Bell & Brown Wealth Advisors sold 11,150 Martin Midstream Partners shares in Q4 2019, an estimated $49K.
Bell & Brown Wealth Advisors first reported a position in Martin Midstream Partners in Q4 2017 and held it in 8 quarters.
Bell & Brown Wealth Advisors's Martin Midstream Partners position peaked at $259K in Q1 2018.
49 funds tracked by Wall St. Rank held Martin Midstream Partners as of Q4 2019.

Based on Bell & Brown Wealth Advisors's 13F filing for Q4 2019, filed 17 Jan 2020.