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

Evercore 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
2018 Q1	–	Sell	-500	Closed	-$7K	–	626
2017 Q4	$7K	Hold	500	–	–	﹤0.01%	832
2017 Q3	$8K	Hold	500	–	–	﹤0.01%	808
2017 Q2	$9K	Hold	500	–	–	﹤0.01%	836
2017 Q1	$10K	Hold	500	–	–	﹤0.01%	826
2016 Q4	$9K	Hold	500	–	–	﹤0.01%	836
2016 Q3	$10K	Hold	500	–	–	﹤0.01%	869
2016 Q2	$12K	Hold	500	–	–	﹤0.01%	830
2016 Q1	$10K	Sell	500 -1,744	-78%	-$30.2K	﹤0.01%	808
2015 Q4	$49K	Hold	2,244	–	–	﹤0.01%	600
2015 Q3	$55K	Hold	2,244	–	–	﹤0.01%	571
2015 Q2	$69K	Hold	2,244	–	–	﹤0.01%	582
2015 Q1	$80K	Sell	2,244 -531	-19%	-$16.3K	﹤0.01%	564
2014 Q4	$74K	Buy	2,775 +2,275	+455%	+$75.7K	﹤0.01%	501
2014 Q3	$19K	Hold	500	–	–	﹤0.01%	746
2014 Q2	$21K	Hold	500	–	–	﹤0.01%	729
2014 Q1	$22K	Hold	500	–	–	﹤0.01%	730
2013 Q4	$21K	Hold	500	–	–	﹤0.01%	678
2013 Q3	$23K	Hold	500	–	–	﹤0.01%	666
2013 Q2	$22K	Buy	+500	New	+$21K	﹤0.01%	648

Other funds holding MMLP

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return

ACM

Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

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

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

RJFSA

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Evercore Wealth Management's MMLP Position: Q1 2018 in Review

Evercore Wealth Management sold out of Martin Midstream Partners (MMLP) in Q1 2018, closing a stake of 500 shares — an estimated $7K sold.

Evercore Wealth Management first reported a position in MMLP in Q2 2013 and held it in 19 quarters. The position peaked at $80K in Q1 2015. 63 funds tracked by Wall St. Rank hold MMLP as of Q1 2018.

Evercore Wealth Management reported no remaining Martin Midstream Partners position as of Q1 2018 after selling out during the quarter.
Evercore Wealth Management sold 500 Martin Midstream Partners shares in Q1 2018, an estimated $7K.
Evercore Wealth Management first reported a position in Martin Midstream Partners in Q2 2013 and held it in 19 quarters.
Evercore Wealth Management's Martin Midstream Partners position peaked at $80K in Q1 2015.
63 funds tracked by Wall St. Rank held Martin Midstream Partners as of Q1 2018.

Based on Evercore Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.