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

Cumberland 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
2017 Q1	–	Sell	-370	Closed	-$28K	–	43
2016 Q4	$28K	Buy	370 +50	+16%	+$3.5K	0.02%	37
2016 Q3	$23K	Hold	320	–	–	0.01%	36
2016 Q2	$24K	Buy	320 +60	+23%	+$4.26K	0.01%	33
2016 Q1	$18K	Hold	260	–	–	0.01%	32
2015 Q4	$18K	Sell	260 -40	-13%	-$2.59K	0.01%	37
2015 Q3	$18K	Sell	300 -300	-50%	-$20.5K	0.01%	36
2015 Q2	$44K	Hold	600	–	–	0.02%	46
2015 Q1	$46K	Hold	600	–	–	0.02%	48
2014 Q4	$50K	Hold	600	–	–	0.03%	50
2014 Q3	$51K	Buy	600 +300	+100%	+$24.9K	0.03%	47
2014 Q2	$25K	Buy	+300	New	+$23.5K	0.02%	46

Other funds holding MMP

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

TCA

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

OppenheimerFunds New York $80.4B AUM 15.1% 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

HFA

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

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

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

KACA

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

Cumberland Advisors's MMP Position: Q1 2017 in Review

Cumberland Advisors sold out of Magellan Midstream Partners, L.P. (MMP) in Q1 2017, closing a stake of 370 shares — an estimated $28K sold.

Cumberland Advisors first reported a position in MMP in Q2 2014 and held it in 11 quarters. The position peaked at $51K in Q3 2014. 605 funds tracked by Wall St. Rank hold MMP as of Q1 2017.

Cumberland Advisors reported no remaining Magellan Midstream Partners, L.P. position as of Q1 2017 after selling out during the quarter.
Cumberland Advisors sold 370 Magellan Midstream Partners, L.P. shares in Q1 2017, an estimated $28K.
Cumberland Advisors first reported a position in Magellan Midstream Partners, L.P. in Q2 2014 and held it in 11 quarters.
Cumberland Advisors's Magellan Midstream Partners, L.P. position peaked at $51K in Q3 2014.
605 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q1 2017.

Based on Cumberland Advisors's 13F filing for Q1 2017, filed 4 Apr 2017.