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

Domani Wealth’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	-12,000	Closed	-$829K	–	113
2018 Q2	$829K	Sell	12,000 -20,000	-63%	-$1.34M	0.38%	36
2018 Q1	$1.87M	Hold	32,000	–	–	0.8%	23
2017 Q4	$2.27M	Sell	32,000 -66	-0.2%	-$4.5K	1%	21
2017 Q3	$2.28M	Hold	32,066	–	–	0.98%	22
2017 Q2	$2.29M	Hold	32,066	–	–	0.94%	21
2017 Q1	$2.47M	Buy	32,066 +66	+0.2%	+$5.12K	1%	20
2016 Q4	$2.42M	Hold	32,000	–	–	0.98%	25
2016 Q3	$2.26M	Hold	32,000	–	–	0.86%	23
2016 Q2	$2.43M	Hold	32,000	–	–	0.94%	23
2016 Q1	$2.2M	Hold	32,000	–	–	0.83%	24
2015 Q4	$2.17M	Hold	32,000	–	–	0.85%	28
2015 Q3	$1.92M	Hold	32,000	–	–	1.04%	22
2015 Q2	$2.35M	Buy	32,000 +29,545	+1,203%	+$2.37M	1.28%	19
2015 Q1	$32K	Buy	+2,455	New	+$196K	0.48%	27

Other funds holding MMP

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 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 $6.22B AUM 18.97% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Domani Wealth's MMP Position: Q3 2018 in Review

Domani Wealth sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2018, closing a stake of 12,000 shares — an estimated $829K sold.

Domani Wealth first reported a position in MMP in Q1 2015 and held it in 14 quarters. The position peaked at $2.47M in Q1 2017. 619 funds tracked by Wall St. Rank hold MMP as of Q3 2018.

Domani Wealth reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2018 after selling out during the quarter.
Domani Wealth sold 12,000 Magellan Midstream Partners, L.P. shares in Q3 2018, an estimated $829K.
Domani Wealth first reported a position in Magellan Midstream Partners, L.P. in Q1 2015 and held it in 14 quarters.
Domani Wealth's Magellan Midstream Partners, L.P. position peaked at $2.47M in Q1 2017.
619 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2018.

Based on Domani Wealth's 13F filing for Q3 2018, filed 9 Nov 2018.