Integrated Wealth Management (Palm Desert)’s Martin Midstream Partners MMLP Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2016 Q4	–	Sell	-872	Closed	-$17K	–	722
2016 Q3	$17K	Hold	872	–	–	0.01%	643
2016 Q2	$20K	Hold	872	–	–	0.01%	592
2016 Q1	$18K	Buy	+872	New	+$15.1K	0.01%	580

Other funds holding MMLP

OppenheimerFunds New York $80.4B AUM 17.47% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

HHAM

HITE Hedge Asset Management Braintree, Massachusetts $1.83B AUM 34.36% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Agran Libbie Santa Monica, California $425M AUM 16.08% 1-Year Est. Return

ACM

Advisors Capital Management Ridgewood, New Jersey $9.45B AUM 27.66% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s MMLP Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of Martin Midstream Partners (MMLP) in Q4 2016, closing a stake of 872 shares — an estimated $17K sold.

Integrated Wealth Management (Palm Desert) first reported a position in MMLP in Q1 2016 and held it in 3 quarters. The position peaked at $20K in Q2 2016. 75 funds tracked by Wall St. Rank hold MMLP as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining Martin Midstream Partners position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 872 Martin Midstream Partners shares in Q4 2016, an estimated $17K.
Integrated Wealth Management (Palm Desert) first reported a position in Martin Midstream Partners in Q1 2016 and held it in 3 quarters.
Integrated Wealth Management (Palm Desert)'s Martin Midstream Partners position peaked at $20K in Q2 2016.
75 funds tracked by Wall St. Rank held Martin Midstream Partners as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.