Clear Perspective Advisors’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Clear Perspective Advisors’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
2018 Q3	–	Sell	-1,175	Closed	-$81K	–	466
2018 Q2	$81K	Hold	1,175	–	–	0.06%	212
2018 Q1	$69K	Hold	1,175	–	–	0.05%	217
2017 Q4	$83K	Sell	1,175 -400	-25%	-$27.3K	0.06%	201
2017 Q3	$112K	Hold	1,575	–	–	0.09%	175
2017 Q2	$112K	Sell	1,575 -400	-20%	-$29.4K	0.09%	162
2017 Q1	$152K	Hold	1,975	–	–	0.1%	138
2016 Q4	$149K	Buy	+1,975	New	+$138K	0.1%	140

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

HFA

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

EIP

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Clear Perspective Advisors's MMP Position: Q3 2018 in Review

Clear Perspective Advisors sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2018, closing a stake of 1,175 shares — an estimated $81K sold.

Clear Perspective Advisors first reported a position in MMP in Q4 2016 and held it in 7 quarters. The position peaked at $152K in Q1 2017. 619 funds tracked by Wall St. Rank hold MMP as of Q3 2018.

Clear Perspective Advisors reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2018 after selling out during the quarter.
Clear Perspective Advisors sold 1,175 Magellan Midstream Partners, L.P. shares in Q3 2018, an estimated $81K.
Clear Perspective Advisors first reported a position in Magellan Midstream Partners, L.P. in Q4 2016 and held it in 7 quarters.
Clear Perspective Advisors's Magellan Midstream Partners, L.P. position peaked at $152K in Q1 2017.
619 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2018.

Based on Clear Perspective Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.