Creative Planning
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Creative Planning’s Martin Midstream Partners MMLP Stock Holding History

Creative Planning’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
Q1 		– Sell
-19,600
Closed -$201K – 2055
2018
Q4 		$201K Buy
+19,600
New +$225K ﹤0.01% 1492
2017
Q3 		– Sell
-5,893
Closed -$104K – 2985
2017
Q2 		$104K Buy
5,893
+1,490
+34% +$27.9K ﹤0.01% 1968
2017
Q1 		$88K Sell
4,403
-2,532
-37% -$47.8K ﹤0.01% 2038
2016
Q4 		$128K Buy
6,935
+3,507
+102% +$64.5K ﹤0.01% 1693
2016
Q3 		$69K Buy
3,428
+1,115
+48% +$24K ﹤0.01% 2119
2016
Q2 		$53K Sell
2,313
-4,986
-68% -$110K ﹤0.01% 2102
2016
Q1 		$147K Buy
7,299
+20
+0.3% +$346 ﹤0.01% 1389
2015
Q4 		$158K Sell
7,279
-2,270
-24% -$57.1K ﹤0.01% 1354
2015
Q3 		$233K Buy
+9,549
New +$274K ﹤0.01% 1109
2015
Q2 		– Sell
-6,183
Closed -$219K – 2256
2015
Q1 		$219K Sell
6,183
-2,160
-26% -$66.5K ﹤0.01% 1147
2014
Q4 		$224K Buy
8,343
+5,900
+242% +$196K ﹤0.01% 1066
2014
Q3 		$91K Buy
2,443
+334
+16% +$13.1K ﹤0.01% 1541
2014
Q2 		$87K Sell
2,109
-2,702
-56% -$111K ﹤0.01% 1530
2014
Q1 		$207K Sell
4,811
-1,250
-21% -$53.8K ﹤0.01% 981
2013
Q4 		$259K Buy
6,061
+3,002
+98% +$136K ﹤0.01% 742
2013
Q3 		$144K Buy
3,059
+2,700
+752% +$122K ﹤0.01% 911
2013
Q2 		$16K Buy
+359
New +$15.1K ﹤0.01% 2055

Other funds holding MMLP

O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning's MMLP Position: Q1 2019 in Review

Creative Planning sold out of Martin Midstream Partners (MMLP) in Q1 2019, closing a stake of 19,600 shares — an estimated $201K sold.

Creative Planning first reported a position in MMLP in Q2 2013 and held it in 17 quarters. The position peaked at $259K in Q4 2013. 61 funds tracked by Wall St. Rank hold MMLP as of Q1 2019.

  • Creative Planning reported no remaining Martin Midstream Partners position as of Q1 2019 after selling out during the quarter.
  • Creative Planning sold 19,600 Martin Midstream Partners shares in Q1 2019, an estimated $201K.
  • Creative Planning first reported a position in Martin Midstream Partners in Q2 2013 and held it in 17 quarters.
  • Creative Planning's Martin Midstream Partners position peaked at $259K in Q4 2013.
  • 61 funds tracked by Wall St. Rank held Martin Midstream Partners as of Q1 2019.

Based on Creative Planning's 13F filing for Q1 2019, filed 24 Apr 2019.