Gerber Kawasaki Wealth & Investment Management’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Gerber Kawasaki Wealth & 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
2018 Q2	–	Sell	-3,925	Closed	-$229K	–	126
2018 Q1	$229K	Sell	3,925 -5,390	-58%	-$362K	0.07%	103
2017 Q4	$660K	Sell	9,315 -1,217	-12%	-$82.9K	0.23%	61
2017 Q3	$742K	Sell	10,532 -5,399	-34%	-$373K	0.27%	60
2017 Q2	$1.11M	Buy	15,931 +380	+2%	+$27.9K	0.42%	48
2017 Q1	$1.19M	Buy	15,551 +6,871	+79%	+$533K	0.51%	43
2016 Q4	$656K	Buy	+8,680	New	+$608K	0.35%	55

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

OppenheimerFunds New York $80.4B AUM 17.47% 1-Year Est. Return

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

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 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

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

Gerber Kawasaki Wealth & Investment Management's MMP Position: Q2 2018 in Review

Gerber Kawasaki Wealth & Investment Management sold out of Magellan Midstream Partners, L.P. (MMP) in Q2 2018, closing a stake of 3,925 shares — an estimated $229K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in MMP in Q4 2016 and held it in 6 quarters. The position peaked at $1.19M in Q1 2017. 628 funds tracked by Wall St. Rank hold MMP as of Q2 2018.

Gerber Kawasaki Wealth & Investment Management reported no remaining Magellan Midstream Partners, L.P. position as of Q2 2018 after selling out during the quarter.
Gerber Kawasaki Wealth & Investment Management sold 3,925 Magellan Midstream Partners, L.P. shares in Q2 2018, an estimated $229K.
Gerber Kawasaki Wealth & Investment Management first reported a position in Magellan Midstream Partners, L.P. in Q4 2016 and held it in 6 quarters.
Gerber Kawasaki Wealth & Investment Management's Magellan Midstream Partners, L.P. position peaked at $1.19M in Q1 2017.
628 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q2 2018.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q2 2018, filed 3 Aug 2018.