Blue Bell Private Wealth Management’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Blue Bell Private Wealth Management’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 Q4	–	Sell	-310	Closed	-$22K	–	403
2016 Q3	$22K	Hold	310	–	–	0.01%	285
2016 Q2	$24K	Hold	310	–	–	0.02%	270
2016 Q1	$21K	Hold	310	–	–	0.01%	296
2015 Q4	$21K	Hold	310	–	–	0.01%	300
2015 Q3	$19K	Sell	310 -110	-26%	-$7.51K	0.01%	319
2015 Q2	$31K	Hold	420	–	–	0.02%	273
2015 Q1	$32K	Hold	420	–	–	0.02%	261
2014 Q4	$34K	Hold	420	–	–	0.02%	266
2014 Q3	$35K	Hold	420	–	–	0.02%	278
2014 Q2	$35K	Hold	420	–	–	0.02%	265
2014 Q1	$29K	Hold	420	–	–	0.02%	251
2013 Q4	$27K	Buy	+420	New	+$25.1K	0.02%	273

Other funds holding MMP

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Blue Bell Private Wealth Management's MMP Position: Q4 2016 in Review

Blue Bell Private Wealth Management sold out of Magellan Midstream Partners, L.P. (MMP) in Q4 2016, closing a stake of 310 shares — an estimated $22K sold.

Blue Bell Private Wealth Management first reported a position in MMP in Q4 2013 and held it in 12 quarters. The position peaked at $35K in Q3 2014. 585 funds tracked by Wall St. Rank hold MMP as of Q4 2016.

Blue Bell Private Wealth Management reported no remaining Magellan Midstream Partners, L.P. position as of Q4 2016 after selling out during the quarter.
Blue Bell Private Wealth Management sold 310 Magellan Midstream Partners, L.P. shares in Q4 2016, an estimated $22K.
Blue Bell Private Wealth Management first reported a position in Magellan Midstream Partners, L.P. in Q4 2013 and held it in 12 quarters.
Blue Bell Private Wealth Management's Magellan Midstream Partners, L.P. position peaked at $35K in Q3 2014.
585 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q4 2016.

Based on Blue Bell Private Wealth Management's 13F filing for Q4 2016, filed 30 Jan 2017.