Bruderman Asset Management’s Marine Petroleum Trust MARPS Stock Holding History

Bruderman Asset Management’s Portfolio MARPS Stock Details MARPS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-693	Closed	-$3K	–	239
2017 Q2	$3K	Buy	+693	New	+$2.59K	﹤0.01%	342
2017 Q1	–	Sell	-693	Closed	-$3K	–	237
2016 Q4	$3K	Hold	693	–	–	﹤0.01%	344
2016 Q3	$2K	Hold	693	–	–	﹤0.01%	369
2016 Q2	$3K	Hold	693	–	–	﹤0.01%	353
2016 Q1	$4K	Hold	693	–	–	﹤0.01%	367
2015 Q4	$3K	Hold	693	–	–	﹤0.01%	380
2015 Q3	$4K	Hold	693	–	–	﹤0.01%	388
2015 Q2	$6K	Hold	693	–	–	﹤0.01%	379
2015 Q1	$9K	Buy	+693	New	+$8.2K	﹤0.01%	351

Other funds holding MARPS

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JFGIW

Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $2.76B AUM 19.4% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Bruderman Asset Management's MARPS Position: Q3 2017 in Review

Bruderman Asset Management sold out of Marine Petroleum Trust (MARPS) in Q3 2017, closing a stake of 693 shares — an estimated $3K sold.

Bruderman Asset Management first reported a position in MARPS in Q1 2015 and held it in 9 quarters. The position peaked at $9K in Q1 2015. 6 funds tracked by Wall St. Rank hold MARPS as of Q3 2017.

Bruderman Asset Management reported no remaining Marine Petroleum Trust position as of Q3 2017 after selling out during the quarter.
Bruderman Asset Management sold 693 Marine Petroleum Trust shares in Q3 2017, an estimated $3K.
Bruderman Asset Management first reported a position in Marine Petroleum Trust in Q1 2015 and held it in 9 quarters.
Bruderman Asset Management's Marine Petroleum Trust position peaked at $9K in Q1 2015.
6 funds tracked by Wall St. Rank held Marine Petroleum Trust as of Q3 2017.

Based on Bruderman Asset Management's 13F filing for Q3 2017, filed 13 Nov 2017.