GWM
MMP

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

Gupta 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
2016
Q1 		$497K Buy
7,220
+1,420
+24% +$92.8K 0.12% 145
2015
Q4 		$394K Buy
5,800
+300
+5% +$19.4K 0.1% 163
2015
Q3 		$331K Hold
5,500
– – 0.08% 177
2015
Q2 		$404K Sell
5,500
-2,500
-31% -$201K 0.1% 170
2015
Q1 		$614K Buy
+8,000
New +$639K 0.18% 113

Other funds holding MMP

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MHI
Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Gupta Wealth Management's MMP Position: Q1 2016 in Review

Gupta Wealth Management increased its Magellan Midstream Partners, L.P. (MMP) stake by 24% in Q1 2016, buying an estimated $92.8K and bringing the position to 7,220 shares worth $497K. The position accounts for 0.12% of the portfolio, ranked #145.

Gupta Wealth Management first reported a position in MMP in Q1 2015 and has held it in 5 quarters since. The position peaked at $614K in Q1 2015. 557 funds tracked by Wall St. Rank hold MMP as of Q1 2016.

  • Gupta Wealth Management held 7,220 shares of Magellan Midstream Partners, L.P. worth $497K as of Q1 2016.
  • Gupta Wealth Management bought 1,420 Magellan Midstream Partners, L.P. shares in Q1 2016, an estimated $92.8K.
  • Magellan Midstream Partners, L.P. made up 0.12% of Gupta Wealth Management's portfolio in Q1 2016, its #145 holding.
  • Gupta Wealth Management first reported a position in Magellan Midstream Partners, L.P. in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's Magellan Midstream Partners, L.P. position peaked at $614K in Q1 2015.
  • 557 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.