JFS Wealth Advisors’s Magellan Midstream Partners, L.P. MMP Stock Holding History

JFS Wealth Advisors’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
2015 Q3	–	Sell	-400	Closed	-$29K	–	584
2015 Q2	$29K	Hold	400	–	–	0.01%	233
2015 Q1	$31K	Hold	400	–	–	0.01%	230
2014 Q4	$33K	Buy	+400	New	+$32.7K	0.01%	233
2014 Q3	–	Sell	-344	Closed	-$29K	–	505
2014 Q2	$29K	Buy	+344	New	+$27K	0.01%	231

Other funds holding MMP

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $5.22B AUM 17.11% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

MHI

Miller Howard Investments Kingston, New York $3.66B AUM 20.05% 1-Year Est. Return

JFS Wealth Advisors's MMP Position: Q3 2015 in Review

JFS Wealth Advisors sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2015, closing a stake of 400 shares — an estimated $29K sold.

JFS Wealth Advisors first reported a position in MMP in Q2 2014 and held it in 4 quarters. The position peaked at $33K in Q4 2014. 508 funds tracked by Wall St. Rank hold MMP as of Q3 2015.

JFS Wealth Advisors reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2015 after selling out during the quarter.
JFS Wealth Advisors sold 400 Magellan Midstream Partners, L.P. shares in Q3 2015, an estimated $29K.
JFS Wealth Advisors first reported a position in Magellan Midstream Partners, L.P. in Q2 2014 and held it in 4 quarters.
JFS Wealth Advisors's Magellan Midstream Partners, L.P. position peaked at $33K in Q4 2014.
508 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2015.

Based on JFS Wealth Advisors's 13F filing for Q3 2015, filed 27 Oct 2015.