Dynasty Wealth Management
MMP

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

Dynasty 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
2018
Q1 		– Sell
-4,851
Closed -$344K – 101
2017
Q4 		$344K Buy
+4,851
New +$331K 0.59% 54

Other funds holding MMP

ALPS Advisors
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Tortoise Capital Advisors
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
OppenheimerFunds
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Energy Income Partners
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Kayne Anderson Capital Advisors
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Dynasty Wealth Management's MMP Position: Q1 2018 in Review

Dynasty Wealth Management sold out of Magellan Midstream Partners, L.P. (MMP) in Q1 2018, closing a stake of 4,851 shares — an estimated $344K sold.

Dynasty Wealth Management first reported a position in MMP in Q4 2017 and held it in 1 quarter. The position peaked at $344K in Q4 2017. 621 funds tracked by Wall St. Rank hold MMP as of Q1 2018.

  • Dynasty Wealth Management reported no remaining Magellan Midstream Partners, L.P. position as of Q1 2018 after selling out during the quarter.
  • Dynasty Wealth Management sold 4,851 Magellan Midstream Partners, L.P. shares in Q1 2018, an estimated $344K.
  • Dynasty Wealth Management first reported a position in Magellan Midstream Partners, L.P. in Q4 2017 and held it in 1 quarter.
  • Dynasty Wealth Management's Magellan Midstream Partners, L.P. position peaked at $344K in Q4 2017.
  • 621 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q1 2018.

Based on Dynasty Wealth Management's 13F filing for Q1 2018, filed 20 Apr 2018.