HFS
MMP

HL Financial Services’s Magellan Midstream Partners, L.P. MMP Stock Holding History

HL Financial Services’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
2019
Q1 		$325K Buy
5,364
+542
+11% +$32.8K 0.01% 590
2018
Q4 		$275K Sell
4,822
-14
-0.3% -$865 ﹤0.01% 622
2018
Q3 		$327K Buy
+4,836
New +$336K 0.01% 625
2016
Q3 		– Sell
-4,100
Closed -$312K – 686
2016
Q2 		$312K Buy
4,100
+400
+11% +$28.4K 0.01% 528
2016
Q1 		$255K Buy
3,700
+100
+3% +$6.54K 0.01% 562
2015
Q4 		$245K Hold
3,600
– – 0.01% 570
2015
Q3 		$216K Sell
3,600
-1,333
-27% -$91K 0.01% 582
2015
Q2 		$362K Sell
4,933
-2,734
-36% -$219K 0.01% 526
2015
Q1 		$588K Buy
7,667
+3,862
+101% +$309K 0.02% 423
2014
Q4 		$315K Buy
3,805
+1,205
+46% +$98.5K 0.01% 543
2014
Q3 		$219K Sell
2,600
-785
-23% -$65.3K 0.01% 639
2014
Q2 		$284K Buy
3,385
+392
+13% +$30.7K 0.01% 566
2014
Q1 		$209K Buy
+2,993
New +$199K 0.01% 619

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
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return