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

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

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

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

Concert Wealth Management's MMP Position: Q2 2017 in Review

Concert Wealth Management sold out of Magellan Midstream Partners, L.P. (MMP) in Q2 2017, closing a stake of 4,008 shares — an estimated $305K sold.

Concert Wealth Management first reported a position in MMP in Q1 2014 and held it in 12 quarters. The position peaked at $386K in Q2 2016. 593 funds tracked by Wall St. Rank hold MMP as of Q2 2017.

Concert Wealth Management reported no remaining Magellan Midstream Partners, L.P. position as of Q2 2017 after selling out during the quarter.
Concert Wealth Management sold 4,008 Magellan Midstream Partners, L.P. shares in Q2 2017, an estimated $305K.
Concert Wealth Management first reported a position in Magellan Midstream Partners, L.P. in Q1 2014 and held it in 12 quarters.
Concert Wealth Management's Magellan Midstream Partners, L.P. position peaked at $386K in Q2 2016.
593 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q2 2017.

Based on Concert Wealth Management's 13F filing for Q2 2017, filed 10 Aug 2017.