AmeriServ Wealth Advisors’s Magellan Midstream Partners, L.P. MMP Stock Holding History

AmeriServ Wealth Advisors’s Portfolio MMP Stock Details MMP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q3	–	Sell	-3,939	Closed	-$289K	–	144
2015 Q2	$289K	Sell	3,939 -18	-0.5%	-$1.45K	0.34%	62
2015 Q1	$304K	Hold	3,957	–	–	0.35%	63
2014 Q4	$327K	Sell	3,957 -2,728	-41%	-$223K	0.32%	83
2014 Q3	$563K	Sell	6,685 -780	-10%	-$64.9K	0.97%	40
2014 Q2	$627K	Buy	7,465 +902	+14%	+$70.7K	0.67%	39
2014 Q1	$458K	Hold	6,563	–	–	0.46%	60
2013 Q4	$415K	Sell	6,563 -41	-0.6%	-$2.45K	0.25%	111
2013 Q3	$373K	Hold	6,604	–	–	0.24%	120
2013 Q2	$360K	Buy	+6,604	New	+$347K	0.23%	122

Other funds holding MMP

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

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

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HFA

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

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

MHI

Miller Howard Investments Kingston, New York $3.66B AUM 20.05% 1-Year Est. Return

AmeriServ Wealth Advisors's MMP Position: Q3 2015 in Review

AmeriServ Wealth Advisors sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2015, closing a stake of 3,939 shares — an estimated $289K sold.

AmeriServ Wealth Advisors first reported a position in MMP in Q2 2013 and held it in 9 quarters. The position peaked at $627K in Q2 2014. 508 funds tracked by Wall St. Rank hold MMP as of Q3 2015.

AmeriServ Wealth Advisors reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2015 after selling out during the quarter.
AmeriServ Wealth Advisors sold 3,939 Magellan Midstream Partners, L.P. shares in Q3 2015, an estimated $289K.
AmeriServ Wealth Advisors first reported a position in Magellan Midstream Partners, L.P. in Q2 2013 and held it in 9 quarters.
AmeriServ Wealth Advisors's Magellan Midstream Partners, L.P. position peaked at $627K in Q2 2014.
508 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2015.

Based on AmeriServ Wealth Advisors's 13F filing for Q3 2015, filed 12 Nov 2015.