Independence Trust’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Independence Trust’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
2017 Q2	–	Sell	-2,670	Closed	-$205K	–	82
2017 Q1	$205K	Hold	2,670	–	–	0.26%	71
2016 Q4	$202K	Buy	+2,670	New	+$187K	0.28%	74
2016 Q3	–	Sell	-2,670	Closed	-$203K	–	58
2016 Q2	$203K	Buy	+2,670	New	+$189K	0.31%	46
2015 Q2	–	Sell	-2,670	Closed	-$205K	–	131
2015 Q1	$205K	Sell	2,670 -8,991	-77%	-$718K	0.13%	111
2014 Q4	$964K	Sell	11,661 -410	-3%	-$33.5K	0.58%	36
2014 Q3	$1.02M	Sell	12,071 -15,776	-57%	-$1.31M	0.67%	32
2014 Q2	$2.34M	Sell	27,847 -1,179	-4%	-$92.4K	1.5%	19
2014 Q1	$2.02M	Sell	29,026 -250	-0.9%	-$16.6K	1.4%	19
2013 Q4	$1.85M	Sell	29,276 -2,715	-8%	-$162K	1.26%	18
2013 Q3	$1.8M	Buy	31,991 +130	+0.4%	+$7.14K	1.33%	18
2013 Q2	$1.74M	Buy	+31,861	New	+$1.67M	1.25%	18

Other funds holding MMP

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

Independence Trust's MMP Position: Q2 2017 in Review

Independence Trust sold out of Magellan Midstream Partners, L.P. (MMP) in Q2 2017, closing a stake of 2,670 shares — an estimated $205K sold.

Independence Trust first reported a position in MMP in Q2 2013 and held it in 11 quarters. The position peaked at $2.34M in Q2 2014. 593 funds tracked by Wall St. Rank hold MMP as of Q2 2017.

Independence Trust reported no remaining Magellan Midstream Partners, L.P. position as of Q2 2017 after selling out during the quarter.
Independence Trust sold 2,670 Magellan Midstream Partners, L.P. shares in Q2 2017, an estimated $205K.
Independence Trust first reported a position in Magellan Midstream Partners, L.P. in Q2 2013 and held it in 11 quarters.
Independence Trust's Magellan Midstream Partners, L.P. position peaked at $2.34M in Q2 2014.
593 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q2 2017.

Based on Independence Trust's 13F filing for Q2 2017, filed 8 Aug 2017.