Boston Private Bank & Trust’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Boston Private Bank & Trust’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 Q1	$5.23M	Hold	68,200	–	–	0.24%	117
2014 Q4	$5.64M	Buy	68,200 +800	+1%	+$65.4K	0.26%	110
2014 Q3	$5.67M	Buy	67,400 +400	+0.6%	+$33.3K	0.28%	110
2014 Q2	$5.63M	Sell	67,000 -500	-0.7%	-$39.2K	0.27%	112
2014 Q1	$4.71M	Sell	67,500 -2,700	-4%	-$180K	0.24%	118
2013 Q4	$4.44M	Hold	70,200	–	–	0.22%	126
2013 Q3	$3.96M	Sell	70,200 -1,200	-2%	-$66K	0.22%	131
2013 Q2	$3.89M	Buy	+71,400	New	+$3.75M	0.23%	130

Other funds holding MMP

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Boston Private Bank & Trust's MMP Position: Q1 2015 in Review

Boston Private Bank & Trust held its Magellan Midstream Partners, L.P. (MMP) position steady in Q1 2015 at 68,200 shares worth $5.23M. The position accounts for 0.24% of the portfolio, ranked #117.

Boston Private Bank & Trust first reported a position in MMP in Q2 2013 and has held it in 8 quarters since. The position peaked at $5.67M in Q3 2014. 529 funds tracked by Wall St. Rank hold MMP as of Q1 2015.

Boston Private Bank & Trust held 68,200 shares of Magellan Midstream Partners, L.P. worth $5.23M as of Q1 2015.
Boston Private Bank & Trust left its Magellan Midstream Partners, L.P. share count unchanged in Q1 2015.
Magellan Midstream Partners, L.P. made up 0.24% of Boston Private Bank & Trust's portfolio in Q1 2015, its #117 holding.
Boston Private Bank & Trust first reported a position in Magellan Midstream Partners, L.P. in Q2 2013 and has held it in 8 quarters since.
Boston Private Bank & Trust's Magellan Midstream Partners, L.P. position peaked at $5.67M in Q3 2014.
529 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q1 2015.

Based on Boston Private Bank & Trust's 13F filing for Q1 2015, filed 9 Apr 2015.