FG
MMP

Fiduciary Group’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Fiduciary Group’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
-3,117
Closed -$221K – 176
2017
Q4 		$221K Hold
3,117
– – 0.05% 167
2017
Q3 		$221K Hold
3,117
– – 0.05% 167
2017
Q2 		$222K Sell
3,117
-283
-8% -$20.8K 0.05% 167
2017
Q1 		$261K Hold
3,400
– – 0.06% 153
2016
Q4 		$257K Sell
3,400
-19
-0.6% -$1.33K 0.07% 153
2016
Q3 		$242K Hold
3,419
– – 0.07% 154
2016
Q2 		$260K Hold
3,419
– – 0.07% 153
2016
Q1 		$235K Buy
3,419
+19
+0.6% +$1.24K 0.07% 157
2015
Q4 		$231K Buy
+3,400
New +$220K 0.07% 159

Other funds holding MMP

AA
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
O
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
EIP
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
KACA
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

Fiduciary Group's MMP Position: Q1 2018 in Review

Fiduciary Group sold out of Magellan Midstream Partners, L.P. (MMP) in Q1 2018, closing a stake of 3,117 shares — an estimated $221K sold.

Fiduciary Group first reported a position in MMP in Q4 2015 and held it in 9 quarters. The position peaked at $261K in Q1 2017. 621 funds tracked by Wall St. Rank hold MMP as of Q1 2018.

  • Fiduciary Group reported no remaining Magellan Midstream Partners, L.P. position as of Q1 2018 after selling out during the quarter.
  • Fiduciary Group sold 3,117 Magellan Midstream Partners, L.P. shares in Q1 2018, an estimated $221K.
  • Fiduciary Group first reported a position in Magellan Midstream Partners, L.P. in Q4 2015 and held it in 9 quarters.
  • Fiduciary Group's Magellan Midstream Partners, L.P. position peaked at $261K in Q1 2017.
  • 621 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q1 2018.

Based on Fiduciary Group's 13F filing for Q1 2018, filed 14 May 2018.