BW
MMP

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

Bison Wealth’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
2019
Q1 		– Sell
-5,140
Closed -$293K – 231
2018
Q4 		$293K Hold
5,140
– – 0.21% 141
2018
Q3 		$348K Hold
5,140
– – 0.23% 133
2018
Q2 		$355K Hold
5,140
– – 0.26% 112
2018
Q1 		$300K Buy
5,140
+100
+2% +$6.71K 0.23% 133
2017
Q4 		$358K Hold
5,040
– – 0.26% 105
2017
Q3 		$358K Sell
5,040
-150
-3% -$10.4K 0.29% 102
2017
Q2 		$370K Hold
5,190
– – 0.31% 92
2017
Q1 		$399K Sell
5,190
-2,614
-33% -$203K 0.34% 83
2016
Q4 		$590K Sell
7,804
-217
-3% -$15.2K 0.5% 58
2016
Q3 		$567K Buy
8,021
+187
+2% +$13.3K 0.48% 64
2016
Q2 		$589K Buy
7,834
+190
+2% +$13.5K 0.35% 91
2016
Q1 		$526K Sell
7,644
-1,229
-14% -$80.4K 0.34% 90
2015
Q4 		$595K Buy
8,873
+719
+9% +$46.6K 0.34% 95
2015
Q3 		$490K Sell
8,154
-508
-6% -$34.7K 0.32% 103
2015
Q2 		$629K Buy
8,662
+353
+4% +$28.3K 0.37% 88
2015
Q1 		$637K Buy
8,309
+1,300
+19% +$104K 0.39% 91
2014
Q4 		$579K Buy
+7,009
New +$573K 0.44% 75

Other funds holding MMP

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return

Bison Wealth's MMP Position: Q1 2019 in Review

Bison Wealth sold out of Magellan Midstream Partners, L.P. (MMP) in Q1 2019, closing a stake of 5,140 shares — an estimated $293K sold.

Bison Wealth first reported a position in MMP in Q4 2014 and held it in 17 quarters. The position peaked at $637K in Q1 2015. 614 funds tracked by Wall St. Rank hold MMP as of Q1 2019.

  • Bison Wealth reported no remaining Magellan Midstream Partners, L.P. position as of Q1 2019 after selling out during the quarter.
  • Bison Wealth sold 5,140 Magellan Midstream Partners, L.P. shares in Q1 2019, an estimated $293K.
  • Bison Wealth first reported a position in Magellan Midstream Partners, L.P. in Q4 2014 and held it in 17 quarters.
  • Bison Wealth's Magellan Midstream Partners, L.P. position peaked at $637K in Q1 2015.
  • 614 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q1 2019.

Based on Bison Wealth's 13F filing for Q1 2019, filed 9 May 2019.