Integrated Wealth Management (Palm Desert)’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Integrated Wealth Management (Palm Desert)’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 Q4	–	Sell	-700	Closed	-$50K	–	1082
2016 Q3	$50K	Hold	700	–	–	0.02%	412
2016 Q2	$53K	Hold	700	–	–	0.02%	394
2016 Q1	$48K	Hold	700	–	–	0.02%	396
2015 Q4	$48K	Sell	700 -100	-13%	-$6.48K	0.02%	399
2015 Q3	$48K	Hold	800	–	–	0.02%	391
2015 Q2	$59K	Hold	800	–	–	0.02%	364
2015 Q1	$61K	Buy	+800	New	+$63.9K	0.03%	355

Other funds holding MMP

TCA

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

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

OppenheimerFunds New York $80.4B AUM 17.47% 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

HFA

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

KACA

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

EIP

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

Integrated Wealth Management (Palm Desert)'s MMP Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of Magellan Midstream Partners, L.P. (MMP) in Q4 2016, closing a stake of 700 shares — an estimated $50K sold.

Integrated Wealth Management (Palm Desert) first reported a position in MMP in Q1 2015 and held it in 7 quarters. The position peaked at $61K in Q1 2015. 585 funds tracked by Wall St. Rank hold MMP as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining Magellan Midstream Partners, L.P. position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 700 Magellan Midstream Partners, L.P. shares in Q4 2016, an estimated $50K.
Integrated Wealth Management (Palm Desert) first reported a position in Magellan Midstream Partners, L.P. in Q1 2015 and held it in 7 quarters.
Integrated Wealth Management (Palm Desert)'s Magellan Midstream Partners, L.P. position peaked at $61K in Q1 2015.
585 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.