CWM
MMP

Concert Wealth Management’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Concert 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
2017
Q2 		– Sell
-4,008
Closed -$305K – 461
2017
Q1 		$305K Hold
4,008
– – 0.07% 347
2016
Q4 		$305K Sell
4,008
-1,406
-26% -$98.5K 0.07% 351
2016
Q3 		$383K Buy
5,414
+344
+7% +$24.5K 0.05% 433
2016
Q2 		$386K Buy
5,070
+5
+0.1% +$355 0.05% 398
2016
Q1 		$349K Sell
5,065
-62
-1% -$4.05K 0.05% 425
2015
Q4 		$348K Buy
5,127
+1,401
+38% +$90.8K 0.05% 437
2015
Q3 		$225K Buy
3,726
+108
+3% +$7.37K 0.03% 578
2015
Q2 		$266K Buy
+3,618
New +$290K 0.03% 548
2015
Q1 		– Sell
-3,741
Closed -$309K – 644
2014
Q4 		$309K Buy
3,741
+846
+29% +$69.1K 0.05% 451
2014
Q3 		$245K Buy
2,895
+12
+0.4% +$998 0.03% 437
2014
Q2 		$240K Sell
2,883
-1
-0% -$78 0.03% 474
2014
Q1 		$200K Buy
+2,884
New +$192K 0.03% 516

Other funds holding MMP

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return