BWFA
MMP

Baltimore-Washington Financial Advisors’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Baltimore-Washington Financial 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
Q4 		– Sell
-500
Closed -$30K – 266
2015
Q3 		$30K Hold
500
– – 0.01% 151
2015
Q2 		$36K Hold
500
– – 0.01% 143
2015
Q1 		$38K Buy
+500
New +$40K 0.01% 151

Other funds holding MMP

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Baltimore-Washington Financial Advisors's MMP Position: Q4 2015 in Review

Baltimore-Washington Financial Advisors sold out of Magellan Midstream Partners, L.P. (MMP) in Q4 2015, closing a stake of 500 shares — an estimated $30K sold.

Baltimore-Washington Financial Advisors first reported a position in MMP in Q1 2015 and held it in 3 quarters. The position peaked at $38K in Q1 2015. 529 funds tracked by Wall St. Rank hold MMP as of Q4 2015.

  • Baltimore-Washington Financial Advisors reported no remaining Magellan Midstream Partners, L.P. position as of Q4 2015 after selling out during the quarter.
  • Baltimore-Washington Financial Advisors sold 500 Magellan Midstream Partners, L.P. shares in Q4 2015, an estimated $30K.
  • Baltimore-Washington Financial Advisors first reported a position in Magellan Midstream Partners, L.P. in Q1 2015 and held it in 3 quarters.
  • Baltimore-Washington Financial Advisors's Magellan Midstream Partners, L.P. position peaked at $38K in Q1 2015.
  • 529 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q4 2015.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q4 2015, filed 1 Feb 2016.