JWM
MMP

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

Jacobus 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
2017
Q3 		$1.59M Buy
22,313
+170
+0.8% +$11.7K 0.42% 56
2017
Q2 		$1.58M Hold
22,143
– – 0.43% 53
2017
Q1 		$1.7M Hold
22,143
– – 0.48% 49
2016
Q4 		$1.68M Buy
22,143
+620
+3% +$43.4K 0.49% 48
2016
Q3 		$1.52M Hold
21,523
– – 0.44% 52
2016
Q2 		$1.64M Sell
21,523
-60
-0.3% -$4.26K 0.5% 48
2016
Q1 		$1.49M Buy
21,583
+610
+3% +$39.9K 0.43% 51
2015
Q4 		$1.43M Buy
20,973
+510
+2% +$33.1K 0.41% 52
2015
Q3 		$1.23M Sell
20,463
-7,420
-27% -$507K 0.36% 61
2015
Q2 		$2.05M Sell
27,883
-1,320
-5% -$106K 0.51% 46
2015
Q1 		$2.24M Sell
29,203
-70
-0.2% -$5.59K 0.58% 43
2014
Q4 		$2.42M Buy
29,273
+10,885
+59% +$889K 0.63% 41
2014
Q3 		$1.55M Hold
18,388
– – 0.43% 51
2014
Q2 		$1.54M Hold
18,388
– – 0.4% 54
2014
Q1 		$1.28M Hold
18,388
– – 0.31% 64
2013
Q4 		$1.16M Buy
18,388
+8,680
+89% +$518K 0.34% 62
2013
Q3 		$548K Sell
9,708
-1,730
-15% -$95.1K 0.19% 93
2013
Q2 		$623K Buy
+11,438
New +$600K 0.23% 84

Other funds holding MMP

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

Jacobus Wealth Management's MMP Position: Q3 2017 in Review

Jacobus Wealth Management increased its Magellan Midstream Partners, L.P. (MMP) stake by 0.77% in Q3 2017, buying an estimated $11.7K and bringing the position to 22,313 shares worth $1.59M. The position accounts for 0.42% of the portfolio, ranked #56.

Jacobus Wealth Management first reported a position in MMP in Q2 2013 and has held it in 18 quarters since. The position peaked at $2.42M in Q4 2014. 584 funds tracked by Wall St. Rank hold MMP as of Q3 2017.

  • Jacobus Wealth Management held 22,313 shares of Magellan Midstream Partners, L.P. worth $1.59M as of Q3 2017.
  • Jacobus Wealth Management bought 170 Magellan Midstream Partners, L.P. shares in Q3 2017, an estimated $11.7K.
  • Magellan Midstream Partners, L.P. made up 0.42% of Jacobus Wealth Management's portfolio in Q3 2017, its #56 holding.
  • Jacobus Wealth Management first reported a position in Magellan Midstream Partners, L.P. in Q2 2013 and has held it in 18 quarters since.
  • Jacobus Wealth Management's Magellan Midstream Partners, L.P. position peaked at $2.42M in Q4 2014.
  • 584 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2017.

Based on Jacobus Wealth Management's 13F filing for Q3 2017, filed 31 Oct 2017.