Jackson Wealth Management’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Jackson Wealth Management’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	-15,196	Closed	-$1.09M	–	77
2016 Q3	$1.09M	Sell	15,196 -270	-2%	-$19.3K	0.41%	59
2016 Q2	$1.18M	Buy	15,466 +628	+4%	+$44.5K	0.44%	57
2016 Q1	$950K	Buy	+14,838	New	+$970K	0.37%	58
2015 Q3	–	Sell	-73,462	Closed	-$5.46M	–	139
2015 Q2	$5.46M	Sell	73,462 -9,116	-11%	-$732K	1.85%	11
2015 Q1	$6.33M	Sell	82,578 -6,156	-7%	-$492K	2.04%	10
2014 Q4	$7.33M	Buy	+88,734	New	+$7.25M	2.39%	7

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 15.1% 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 $1.55T AUM 33.47% 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

Jackson Wealth Management's MMP Position: Q4 2016 in Review

Jackson Wealth Management sold out of Magellan Midstream Partners, L.P. (MMP) in Q4 2016, closing a stake of 15,196 shares — an estimated $1.09M sold.

Jackson Wealth Management first reported a position in MMP in Q4 2014 and held it in 6 quarters. The position peaked at $7.33M in Q4 2014. 585 funds tracked by Wall St. Rank hold MMP as of Q4 2016.

Jackson Wealth Management reported no remaining Magellan Midstream Partners, L.P. position as of Q4 2016 after selling out during the quarter.
Jackson Wealth Management sold 15,196 Magellan Midstream Partners, L.P. shares in Q4 2016, an estimated $1.09M.
Jackson Wealth Management first reported a position in Magellan Midstream Partners, L.P. in Q4 2014 and held it in 6 quarters.
Jackson Wealth Management's Magellan Midstream Partners, L.P. position peaked at $7.33M in Q4 2014.
585 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q4 2016.

Based on Jackson Wealth Management's 13F filing for Q4 2016, filed 8 Feb 2017.