FIM
MMP

Friedberg Investment Management’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Friedberg Investment 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
2017
Q3 		$2.26M Sell
31,760
-82,736
-72% -$5.71M 3.65% 6
2017
Q2 		$8.16M Sell
114,496
-7,967
-7% -$585K 3.5% 3
2017
Q1 		$9.42M Sell
122,463
-4,770
-4% -$370K 3.98% 2
2016
Q4 		$9.62M Sell
127,233
-2,387
-2% -$167K 4.4% 1
2016
Q3 		$9.17M Sell
129,620
-200
-0.2% -$14.3K 3.95% 1
2016
Q2 		$9.87M Buy
129,820
+4,370
+3% +$310K 4.66% 1
2016
Q1 		$8.63M Sell
125,450
-2,335
-2% -$153K 4.31% 1
2015
Q4 		$8.68M Buy
127,785
+6,850
+6% +$444K 4.23% 1
2015
Q3 		$7.27M Buy
120,935
+11,780
+11% +$804K 3.47% 3
2015
Q2 		$8.01M Buy
109,155
+1,005
+0.9% +$80.7K 3.02% 5
2015
Q1 		$8.3M Buy
108,150
+23,150
+27% +$1.85M 3.02% 3
2014
Q4 		$7.03M Buy
85,000
+16,360
+24% +$1.34M 2.76% 5
2014
Q3 		$5.78M Hold
68,640
– – 2.22% 9
2014
Q2 		$5.77M Buy
68,640
+12,710
+23% +$996K 2.1% 11
2014
Q1 		$3.9M Hold
55,930
– – 1.52% 23
2013
Q4 		$3.54M Buy
55,930
+5,980
+12% +$357K 1.43% 24
2013
Q3 		$2.82M Buy
49,950
+2,750
+6% +$151K 1.22% 32
2013
Q2 		$2.57M Buy
+47,200
New +$2.48M 1.15% 35

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
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

Friedberg Investment Management's MMP Position: Q3 2017 in Review

Friedberg Investment Management reduced its Magellan Midstream Partners, L.P. (MMP) stake by 72% in Q3 2017, selling an estimated $5.71M and leaving 31,760 shares worth $2.26M. The position accounts for 3.65% of the portfolio, ranked #6.

Friedberg Investment Management first reported a position in MMP in Q2 2013 and has held it in 18 quarters since. The position peaked at $9.87M in Q2 2016. 584 funds tracked by Wall St. Rank hold MMP as of Q3 2017.

  • Friedberg Investment Management held 31,760 shares of Magellan Midstream Partners, L.P. worth $2.26M as of Q3 2017.
  • Friedberg Investment Management sold 82,736 Magellan Midstream Partners, L.P. shares in Q3 2017, an estimated $5.71M.
  • Magellan Midstream Partners, L.P. made up 3.65% of Friedberg Investment Management's portfolio in Q3 2017, its #6 holding.
  • Friedberg Investment Management first reported a position in Magellan Midstream Partners, L.P. in Q2 2013 and has held it in 18 quarters since.
  • Friedberg Investment Management's Magellan Midstream Partners, L.P. position peaked at $9.87M in Q2 2016.
  • 584 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2017.

Based on Friedberg Investment Management's 13F filing for Q3 2017, filed 8 Nov 2017.