Castleton Investment Management’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Castleton Investment 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
2019 Q1	–	Sell	-50,000	Closed	-$2.85M	–	61
2018 Q4	$2.85M	Buy	50,000 +37,000	+285%	+$2.29M	1.34%	26
2018 Q3	$880K	Sell	13,000 -55,000	-81%	-$3.82M	0.34%	46
2018 Q2	$4.7M	Buy	68,000 +42,000	+162%	+$2.82M	1.56%	21
2018 Q1	$1.52M	Buy	+26,000	New	+$1.75M	0.55%	41
2017 Q4	–	Sell	-49,000	Closed	-$3.48M	–	67
2017 Q3	$3.48M	Buy	+49,000	New	+$3.38M	1.29%	22

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

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

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

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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

Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return

Castleton Investment Management's MMP Position: Q1 2019 in Review

Castleton Investment Management sold out of Magellan Midstream Partners, L.P. (MMP) in Q1 2019, closing a stake of 50,000 shares — an estimated $2.85M sold.

Castleton Investment Management first reported a position in MMP in Q3 2017 and held it in 5 quarters. The position peaked at $4.7M in Q2 2018. 613 funds tracked by Wall St. Rank hold MMP as of Q1 2019.

Castleton Investment Management reported no remaining Magellan Midstream Partners, L.P. position as of Q1 2019 after selling out during the quarter.
Castleton Investment Management sold 50,000 Magellan Midstream Partners, L.P. shares in Q1 2019, an estimated $2.85M.
Castleton Investment Management first reported a position in Magellan Midstream Partners, L.P. in Q3 2017 and held it in 5 quarters.
Castleton Investment Management's Magellan Midstream Partners, L.P. position peaked at $4.7M in Q2 2018.
613 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q1 2019.

Based on Castleton Investment Management's 13F filing for Q1 2019, filed 15 May 2019.