Personal Wealth Partners’s Martin Midstream Partners MMLP Stock Holding History

Personal Wealth Partners’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
2021 Q3	–	Sell	-1,358	Closed	-$4K	–	271
2021 Q2	$4K	Buy	+1,358	New	+$3.55K	﹤0.01%	337
2020 Q1	–	Sell	-1,283	Closed	-$5K	–	389
2019 Q4	$5K	Buy	1,283 +67	+6%	+$293	﹤0.01%	271
2019 Q3	$6K	Buy	1,216 +64	+6%	+$330	﹤0.01%	266
2019 Q2	$8K	Buy	+1,152	New	+$9.5K	﹤0.01%	223

Other funds holding MMLP

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Lee Financial Dallas, Texas $709M AUM 18.05% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $6.15B AUM 22.62% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Personal Wealth Partners's MMLP Position: Q3 2021 in Review

Personal Wealth Partners sold out of Martin Midstream Partners (MMLP) in Q3 2021, closing a stake of 1,358 shares — an estimated $4K sold.

Personal Wealth Partners first reported a position in MMLP in Q2 2019 and held it in 4 quarters. The position peaked at $8K in Q2 2019. 36 funds tracked by Wall St. Rank hold MMLP as of Q3 2021.

Personal Wealth Partners reported no remaining Martin Midstream Partners position as of Q3 2021 after selling out during the quarter.
Personal Wealth Partners sold 1,358 Martin Midstream Partners shares in Q3 2021, an estimated $4K.
Personal Wealth Partners first reported a position in Martin Midstream Partners in Q2 2019 and held it in 4 quarters.
Personal Wealth Partners's Martin Midstream Partners position peaked at $8K in Q2 2019.
36 funds tracked by Wall St. Rank held Martin Midstream Partners as of Q3 2021.

Based on Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.