Selective Wealth Management’s Martin Midstream Partners MMLP Stock Holding History

Selective Wealth Management’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
2022 Q4	–	Sell	-2,900	Closed	-$10K	–	487
2022 Q3	$10K	Hold	2,900	–	–	﹤0.01%	523
2022 Q2	$12K	Buy	2,900 +1,900	+190%	+$8.46K	﹤0.01%	542
2022 Q1	$4K	Buy	+1,000	New	+$3.39K	﹤0.01%	615

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

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Selective Wealth Management's MMLP Position: Q4 2022 in Review

Selective Wealth Management sold out of Martin Midstream Partners (MMLP) in Q4 2022, closing a stake of 2,900 shares — an estimated $10K sold.

Selective Wealth Management first reported a position in MMLP in Q1 2022 and held it in 3 quarters. The position peaked at $12K in Q2 2022. 37 funds tracked by Wall St. Rank hold MMLP as of Q4 2022.

Selective Wealth Management reported no remaining Martin Midstream Partners position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 2,900 Martin Midstream Partners shares in Q4 2022, an estimated $10K.
Selective Wealth Management first reported a position in Martin Midstream Partners in Q1 2022 and held it in 3 quarters.
Selective Wealth Management's Martin Midstream Partners position peaked at $12K in Q2 2022.
37 funds tracked by Wall St. Rank held Martin Midstream Partners as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.