CFA
SMM

Carroll Financial Associates’s Salient Midstream & MLP Fund SMM Stock Holding History

Carroll Financial Associates’s Portfolio SMM Stock Details SMM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
2019
Q3 		$138K Hold
2019
Q2 		$151K Hold
2019
Q1 		$161K Hold
2018
Q4 		$150K Buy
2018
Q2 		– Sell
2018
Q1 		$18K Buy