GW
MMP

GW & Wade’s Magellan Midstream Partners, L.P. MMP Stock Holding History

GW & Wade’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
Q3 		– Sell
-3,502
Closed -$242K – 247
2018
Q2 		$242K Sell
3,502
-476
-12% -$32K 0.03% 215
2018
Q1 		$232K Hold
3,978
– – 0.03% 210
2017
Q4 		$282K Sell
3,978
-3,243
-45% -$221K 0.03% 181
2017
Q3 		$513K Buy
7,221
+115
+2% +$7.94K 0.06% 134
2017
Q2 		$506K Hold
7,106
– – 0.06% 134
2017
Q1 		$547K Sell
7,106
-2,432
-25% -$189K 0.07% 128
2016
Q4 		$721K Buy
9,538
+55
+0.6% +$3.85K 0.12% 105
2016
Q3 		$671K Buy
9,483
+410
+5% +$29.2K 0.12% 103
2016
Q2 		$690K Buy
9,073
+140
+2% +$9.93K 0.12% 118
2016
Q1 		$615K Hold
8,933
– – 0.12% 104
2015
Q4 		$607K Sell
8,933
-580
-6% -$37.6K 0.13% 108
2015
Q3 		$572K Buy
9,513
+305
+3% +$20.8K 0.13% 106
2015
Q2 		$676K Sell
9,208
-75
-0.8% -$6.02K 0.13% 110
2015
Q1 		$712K Buy
+9,283
New +$742K 0.13% 105

Other funds holding MMP

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

GW & Wade's MMP Position: Q3 2018 in Review

GW & Wade sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2018, closing a stake of 3,502 shares — an estimated $242K sold.

GW & Wade first reported a position in MMP in Q1 2015 and held it in 14 quarters. The position peaked at $721K in Q4 2016. 619 funds tracked by Wall St. Rank hold MMP as of Q3 2018.

  • GW & Wade reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2018 after selling out during the quarter.
  • GW & Wade sold 3,502 Magellan Midstream Partners, L.P. shares in Q3 2018, an estimated $242K.
  • GW & Wade first reported a position in Magellan Midstream Partners, L.P. in Q1 2015 and held it in 14 quarters.
  • GW & Wade's Magellan Midstream Partners, L.P. position peaked at $721K in Q4 2016.
  • 619 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2018.

Based on GW & Wade's 13F filing for Q3 2018, filed 7 Nov 2018.