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WFG Advisors’s Martin Midstream Partners MMLP Stock Holding History

WFG 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
2016
Q1 		– Sell
-119
Closed -$3K – 1619
2015
Q4 		$3K Buy
119
+4
+3% +$101 ﹤0.01% 1304
2015
Q3 		$3K Buy
115
+3
+3% +$86 ﹤0.01% 1353
2015
Q2 		$3K Buy
112
+3
+3% +$105 ﹤0.01% 1425
2015
Q1 		$4K Sell
109
-1,648
-94% -$50.7K ﹤0.01% 1420
2014
Q4 		$47K Buy
1,757
+3
+0.2% +$100 0.01% 908
2014
Q3 		$65K Sell
1,754
-98
-5% -$3.85K 0.01% 822
2014
Q2 		$76K Sell
1,852
-331
-15% -$13.6K 0.01% 758
2014
Q1 		$94K Sell
2,183
-1,727
-44% -$74.4K 0.02% 655
2013
Q4 		$167K Sell
3,910
-180
-4% -$8.14K 0.02% 574
2013
Q3 		$192K Buy
4,090
+377
+10% +$17.1K 0.03% 495
2013
Q2 		$164K Buy
+3,713
New +$156K 0.03% 515

Other funds holding MMLP

O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HHAM
HITE Hedge Asset Management Braintree, Massachusetts $1.77B AUM 38.67% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WFG Advisors's MMLP Position: Q1 2016 in Review

WFG Advisors sold out of Martin Midstream Partners (MMLP) in Q1 2016, closing a stake of 119 shares — an estimated $3K sold.

WFG Advisors first reported a position in MMLP in Q2 2013 and held it in 11 quarters. The position peaked at $192K in Q3 2013. 78 funds tracked by Wall St. Rank hold MMLP as of Q1 2016.

  • WFG Advisors reported no remaining Martin Midstream Partners position as of Q1 2016 after selling out during the quarter.
  • WFG Advisors sold 119 Martin Midstream Partners shares in Q1 2016, an estimated $3K.
  • WFG Advisors first reported a position in Martin Midstream Partners in Q2 2013 and held it in 11 quarters.
  • WFG Advisors's Martin Midstream Partners position peaked at $192K in Q3 2013.
  • 78 funds tracked by Wall St. Rank held Martin Midstream Partners as of Q1 2016.

Based on WFG Advisors's 13F filing for Q1 2016, filed 10 May 2016.