BFPW
MMP

BOK Financial Private Wealth’s Magellan Midstream Partners, L.P. MMP Stock Holding History

BOK Financial Private 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
2017
Q1 		– Sell
-2,646
Closed -$200K – 146
2016
Q4 		$200K Buy
+2,646
New +$185K 0.03% 138
2016
Q3 		– Sell
-3,246
Closed -$247K – 153
2016
Q2 		$247K Buy
+3,246
New +$230K 0.04% 115

Other funds holding MMP

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

BOK Financial Private Wealth's MMP Position: Q1 2017 in Review

BOK Financial Private Wealth sold out of Magellan Midstream Partners, L.P. (MMP) in Q1 2017, closing a stake of 2,646 shares — an estimated $200K sold.

BOK Financial Private Wealth first reported a position in MMP in Q2 2016 and held it in 2 quarters. The position peaked at $247K in Q2 2016. 605 funds tracked by Wall St. Rank hold MMP as of Q1 2017.

  • BOK Financial Private Wealth reported no remaining Magellan Midstream Partners, L.P. position as of Q1 2017 after selling out during the quarter.
  • BOK Financial Private Wealth sold 2,646 Magellan Midstream Partners, L.P. shares in Q1 2017, an estimated $200K.
  • BOK Financial Private Wealth first reported a position in Magellan Midstream Partners, L.P. in Q2 2016 and held it in 2 quarters.
  • BOK Financial Private Wealth's Magellan Midstream Partners, L.P. position peaked at $247K in Q2 2016.
  • 605 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q1 2017.

Based on BOK Financial Private Wealth's 13F filing for Q1 2017, filed 9 May 2017.