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Sterling Financial Planning’s Martin Midstream Partners MMLP Stock Holding History

Sterling Financial Planning’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
Q4 		– Sell
-443
Closed -$1K – 272
2021
Q3 		$1K Buy
443
+1
+0.2% +$3 ﹤0.01% 418
2021
Q2 		$1K Buy
442
+1
+0.2% +$3 ﹤0.01% 394
2021
Q1 		$1K Buy
441
+1
+0.2% +$2 ﹤0.01% 374
2020
Q4 		$1K Buy
+440
New +$702 ﹤0.01% 350

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Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LF
Lee Financial Dallas, Texas $709M AUM 18.05% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $2.58B AUM 19.72% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Sterling Financial Planning's MMLP Position: Q4 2021 in Review

Sterling Financial Planning sold out of Martin Midstream Partners (MMLP) in Q4 2021, closing a stake of 443 shares — an estimated $1K sold.

Sterling Financial Planning first reported a position in MMLP in Q4 2020 and held it in 4 quarters. The position peaked at $1K in Q3 2021. 37 funds tracked by Wall St. Rank hold MMLP as of Q4 2021.

  • Sterling Financial Planning reported no remaining Martin Midstream Partners position as of Q4 2021 after selling out during the quarter.
  • Sterling Financial Planning sold 443 Martin Midstream Partners shares in Q4 2021, an estimated $1K.
  • Sterling Financial Planning first reported a position in Martin Midstream Partners in Q4 2020 and held it in 4 quarters.
  • Sterling Financial Planning's Martin Midstream Partners position peaked at $1K in Q3 2021.
  • 37 funds tracked by Wall St. Rank held Martin Midstream Partners as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.