JGIA
MMP

Jackson Grant Investment Advisers’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Jackson Grant Investment Advisers’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
Q4 		– Sell
-764
Closed -$54K – 222
2017
Q3 		$54K Buy
764
+10
+1% +$690 0.04% 138
2017
Q2 		$54K Hold
754
– – 0.04% 122
2017
Q1 		$58K Hold
754
– – 0.05% 119
2016
Q4 		$57K Hold
754
– – 0.05% 119
2016
Q3 		$53K Buy
+754
New +$53.8K 0.04% 110

Other funds holding MMP

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

Jackson Grant Investment Advisers's MMP Position: Q4 2017 in Review

Jackson Grant Investment Advisers sold out of Magellan Midstream Partners, L.P. (MMP) in Q4 2017, closing a stake of 764 shares — an estimated $54K sold.

Jackson Grant Investment Advisers first reported a position in MMP in Q3 2016 and held it in 5 quarters. The position peaked at $58K in Q1 2017. 644 funds tracked by Wall St. Rank hold MMP as of Q4 2017.

  • Jackson Grant Investment Advisers reported no remaining Magellan Midstream Partners, L.P. position as of Q4 2017 after selling out during the quarter.
  • Jackson Grant Investment Advisers sold 764 Magellan Midstream Partners, L.P. shares in Q4 2017, an estimated $54K.
  • Jackson Grant Investment Advisers first reported a position in Magellan Midstream Partners, L.P. in Q3 2016 and held it in 5 quarters.
  • Jackson Grant Investment Advisers's Magellan Midstream Partners, L.P. position peaked at $58K in Q1 2017.
  • 644 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q4 2017.

Based on Jackson Grant Investment Advisers's 13F filing for Q4 2017, filed 1 Feb 2018.