PIA
SMM

Powell Investment Advisors’s Salient Midstream & MLP Fund SMM Stock Holding History

Powell Investment Advisors’s Portfolio SMM Stock Details SMM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-16,322
Closed -$124K – 145
2022
Q2 		$124K Hold
16,322
– – 0.08% 116
2022
Q1 		$134K Hold
16,322
– – 0.08% 111
2021
Q4 		$110K Hold
16,322
– – 0.06% 116
2021
Q3 		$104K Hold
16,322
– – 0.06% 113
2021
Q2 		$97K Hold
16,322
– – 0.06% 110
2021
Q1 		$83K Hold
16,322
– – 0.05% 110
2020
Q4 		$70K Hold
16,322
– – 0.05% 99
2020
Q3 		$57K Hold
16,322
– – 0.05% 102
2020
Q2 		$67K Hold
16,322
– – 0.06% 102
2020
Q1 		$57K Hold
16,322
– – 0.07% 102
2019
Q4 		$127K Buy
+16,322
New +$121K 0.13% 106

Powell Investment Advisors's SMM Position: Q3 2022 in Review

Powell Investment Advisors sold out of Salient Midstream & MLP Fund (SMM) in Q3 2022, closing a stake of 16,322 shares — an estimated $124K sold.

Powell Investment Advisors first reported a position in SMM in Q4 2019 and held it in 11 quarters. The position peaked at $134K in Q1 2022. 0 funds tracked by Wall St. Rank hold SMM as of Q3 2022.

  • Powell Investment Advisors reported no remaining Salient Midstream & MLP Fund position as of Q3 2022 after selling out during the quarter.
  • Powell Investment Advisors sold 16,322 Salient Midstream & MLP Fund shares in Q3 2022, an estimated $124K.
  • Powell Investment Advisors first reported a position in Salient Midstream & MLP Fund in Q4 2019 and held it in 11 quarters.
  • Powell Investment Advisors's Salient Midstream & MLP Fund position peaked at $134K in Q1 2022.
  • 0 funds tracked by Wall St. Rank held Salient Midstream & MLP Fund as of Q3 2022.

Based on Powell Investment Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.