AFWA
MMP

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

Ancora Family 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
2016
Q3 		$1.33M Buy
18,813
+28
+0.1% +$2K 0.45% 68
2016
Q2 		$1.43M Buy
18,785
+152
+0.8% +$10.8K 0.54% 55
2016
Q1 		$1.28M Buy
18,633
+5,176
+38% +$338K 0.52% 61
2015
Q4 		$914K Buy
13,457
+7,232
+116% +$469K 0.39% 81
2015
Q3 		$374K Buy
+6,225
New +$425K 0.16% 136

Other funds holding MMP

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 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 $5.1B AUM 17.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

Ancora Family Wealth Advisors's MMP Position: Q3 2016 in Review

Ancora Family Wealth Advisors increased its Magellan Midstream Partners, L.P. (MMP) stake by 0.15% in Q3 2016, buying an estimated $2K and bringing the position to 18,813 shares worth $1.33M. The position accounts for 0.45% of the portfolio, ranked #68.

Ancora Family Wealth Advisors first reported a position in MMP in Q3 2015 and has held it in 5 quarters since. The position peaked at $1.43M in Q2 2016. 556 funds tracked by Wall St. Rank hold MMP as of Q3 2016.

  • Ancora Family Wealth Advisors held 18,813 shares of Magellan Midstream Partners, L.P. worth $1.33M as of Q3 2016.
  • Ancora Family Wealth Advisors bought 28 Magellan Midstream Partners, L.P. shares in Q3 2016, an estimated $2K.
  • Magellan Midstream Partners, L.P. made up 0.45% of Ancora Family Wealth Advisors's portfolio in Q3 2016, its #68 holding.
  • Ancora Family Wealth Advisors first reported a position in Magellan Midstream Partners, L.P. in Q3 2015 and has held it in 5 quarters since.
  • Ancora Family Wealth Advisors's Magellan Midstream Partners, L.P. position peaked at $1.43M in Q2 2016.
  • 556 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2016.

Based on Ancora Family Wealth Advisors's 13F filing for Q3 2016, filed 4 Nov 2016.