DAS
MMP

Dynamic Advisor Solutions’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Dynamic Advisor Solutions’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
2015
Q3 		– Sell
-4,172
Closed -$306K – 214
2015
Q2 		$306K Buy
4,172
+150
+4% +$12K 0.18% 121
2015
Q1 		$308K Buy
4,022
+719
+22% +$57.5K 0.15% 151
2014
Q4 		$273K Buy
3,303
+17
+0.5% +$1.39K 0.15% 151
2014
Q3 		$277K Buy
3,286
+741
+29% +$61.6K 0.15% 150
2014
Q2 		$214K Buy
+2,545
New +$199K 0.13% 183

Other funds holding MMP

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
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 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
MHI
Miller Howard Investments Kingston, New York $3.66B AUM 20.05% 1-Year Est. Return

Dynamic Advisor Solutions's MMP Position: Q3 2015 in Review

Dynamic Advisor Solutions sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2015, closing a stake of 4,172 shares — an estimated $306K sold.

Dynamic Advisor Solutions first reported a position in MMP in Q2 2014 and held it in 5 quarters. The position peaked at $308K in Q1 2015. 508 funds tracked by Wall St. Rank hold MMP as of Q3 2015.

  • Dynamic Advisor Solutions reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2015 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 4,172 Magellan Midstream Partners, L.P. shares in Q3 2015, an estimated $306K.
  • Dynamic Advisor Solutions first reported a position in Magellan Midstream Partners, L.P. in Q2 2014 and held it in 5 quarters.
  • Dynamic Advisor Solutions's Magellan Midstream Partners, L.P. position peaked at $308K in Q1 2015.
  • 508 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2015.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2015, filed 23 Oct 2015.