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Concert Wealth Management’s Martin Midstream Partners MMLP Stock Holding History

Concert Wealth Management’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
2015
Q3 		– Sell
-8,458
Closed -$242K – 589
2015
Q2 		$259K Buy
+8,458
New +$295K 0.03% 562

Other funds holding MMLP

O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
GXMC
Global X Management Company New York $5.62B AUM 10.7% 1-Year Est. Return
BG
Bollard Group Boston, Massachusetts $3.39B AUM 1.06% 1-Year Est. Return
TFMS
Trust & Fiduciary Management Services Boston, Massachusetts $126M AUM 9.97% 1-Year Est. Return

Concert Wealth Management's MMLP Position: Q3 2015 in Review

Concert Wealth Management sold out of Martin Midstream Partners (MMLP) in Q3 2015, closing a stake of 8,458 shares — an estimated $242K sold.

Concert Wealth Management first reported a position in MMLP in Q2 2015 and held it in 1 quarter. The position peaked at $259K in Q2 2015. 86 funds tracked by Wall St. Rank hold MMLP as of Q3 2015.

  • Concert Wealth Management reported no remaining Martin Midstream Partners position as of Q3 2015 after selling out during the quarter.
  • Concert Wealth Management sold 8,458 Martin Midstream Partners shares in Q3 2015, an estimated $242K.
  • Concert Wealth Management first reported a position in Martin Midstream Partners in Q2 2015 and held it in 1 quarter.
  • Concert Wealth Management's Martin Midstream Partners position peaked at $259K in Q2 2015.
  • 86 funds tracked by Wall St. Rank held Martin Midstream Partners as of Q3 2015.

Based on Concert Wealth Management's 13F filing for Q3 2015, filed 2 Nov 2015.