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Gary Goldberg Planning Services’s Martin Midstream Partners MMLP Stock Holding History

Gary Goldberg Planning Services’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
2014
Q4 		$11K Hold
400
– – ﹤0.01% 349
2014
Q3 		$15K Hold
400
– – 0.01% 335
2014
Q2 		$16K Hold
400
– – 0.01% 312
2014
Q1 		$17K Hold
400
– – 0.01% 289
2013
Q4 		$17K Hold
400
– – 0.01% 258
2013
Q3 		$19K Hold
400
– – 0.01% 254
2013
Q2 		$18K Buy
+400
New +$16.8K 0.01% 256

Other funds holding MMLP

O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TFMS
Trust & Fiduciary Management Services Boston, Massachusetts $126M AUM 9.97% 1-Year Est. Return
MSA
Mason Street Advisors Milwaukee, Wisconsin $1.02B AUM 8.35% 1-Year Est. Return
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return

Gary Goldberg Planning Services's MMLP Position: Q4 2014 in Review

Gary Goldberg Planning Services held its Martin Midstream Partners (MMLP) position steady in Q4 2014 at 400 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #349.

Gary Goldberg Planning Services first reported a position in MMLP in Q2 2013 and has held it in 7 quarters since. The position peaked at $19K in Q3 2013. 97 funds tracked by Wall St. Rank hold MMLP as of Q4 2014.

  • Gary Goldberg Planning Services held 400 shares of Martin Midstream Partners worth $11K as of Q4 2014.
  • Gary Goldberg Planning Services left its Martin Midstream Partners share count unchanged in Q4 2014.
  • Martin Midstream Partners made up ﹤0.01% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #349 holding.
  • Gary Goldberg Planning Services first reported a position in Martin Midstream Partners in Q2 2013 and has held it in 7 quarters since.
  • Gary Goldberg Planning Services's Martin Midstream Partners position peaked at $19K in Q3 2013.
  • 97 funds tracked by Wall St. Rank held Martin Midstream Partners as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.