OIA
MMLP icon

Optimum Investment Advisors’s Martin Midstream Partners MMLP Stock Holding History

Optimum Investment Advisors’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
Q1 		– Sell
-1,000
Closed -$27K – 983
2014
Q4 		$27K Hold
1,000
– – 0.01% 644
2014
Q3 		$34K Hold
1,000
– – 0.01% 543
2014
Q2 		$41K Buy
+1,000
New +$41.2K 0.01% 526

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return

Optimum Investment Advisors's MMLP Position: Q1 2015 in Review

Optimum Investment Advisors sold out of Martin Midstream Partners (MMLP) in Q1 2015, closing a stake of 1,000 shares — an estimated $27K sold.

Optimum Investment Advisors first reported a position in MMLP in Q2 2014 and held it in 3 quarters. The position peaked at $41K in Q2 2014. 89 funds tracked by Wall St. Rank hold MMLP as of Q1 2015.

  • Optimum Investment Advisors reported no remaining Martin Midstream Partners position as of Q1 2015 after selling out during the quarter.
  • Optimum Investment Advisors sold 1,000 Martin Midstream Partners shares in Q1 2015, an estimated $27K.
  • Optimum Investment Advisors first reported a position in Martin Midstream Partners in Q2 2014 and held it in 3 quarters.
  • Optimum Investment Advisors's Martin Midstream Partners position peaked at $41K in Q2 2014.
  • 89 funds tracked by Wall St. Rank held Martin Midstream Partners as of Q1 2015.

Based on Optimum Investment Advisors's 13F filing for Q1 2015, filed 18 May 2015.