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 $9.6B AUM 19.53% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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 $6.22B AUM 18.97% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return