Kanaly Trust’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Kanaly Trust’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	$59K	Hold	779	–	–	0.01%	272
2016 Q3	$55K	Hold	779	–	–	0.01%	268
2016 Q2	$59K	Hold	779	–	–	0.01%	270
2016 Q1	$54K	Hold	779	–	–	0.01%	279
2015 Q4	$53K	Hold	779	–	–	0.01%	281
2015 Q3	$47K	Hold	779	–	–	0.01%	298
2015 Q2	$57K	Hold	779	–	–	0.01%	298
2015 Q1	$60K	Sell	779 -779	-50%	-$62.3K	0.01%	265
2014 Q4	$129K	Hold	1,558	–	–	0.03%	207
2014 Q3	$131K	Hold	1,558	–	–	0.03%	207
2014 Q2	$131K	Hold	1,558	–	–	0.02%	214
2014 Q1	$109K	Hold	1,558	–	–	0.02%	233
2013 Q4	$99K	Buy	+1,558	New	+$93K	0.02%	237

Other funds holding MMP

TCA

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

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 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

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

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

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

Kanaly Trust's MMP Position: Q4 2016 in Review

Kanaly Trust held its Magellan Midstream Partners, L.P. (MMP) position steady in Q4 2016 at 779 shares worth $59K. The position accounts for 0.01% of the portfolio, ranked #272.

Kanaly Trust first reported a position in MMP in Q4 2013 and has held it in 13 quarters since. The position peaked at $131K in Q3 2014. 585 funds tracked by Wall St. Rank hold MMP as of Q4 2016.

Kanaly Trust held 779 shares of Magellan Midstream Partners, L.P. worth $59K as of Q4 2016.
Kanaly Trust left its Magellan Midstream Partners, L.P. share count unchanged in Q4 2016.
Magellan Midstream Partners, L.P. made up 0.01% of Kanaly Trust's portfolio in Q4 2016, its #272 holding.
Kanaly Trust first reported a position in Magellan Midstream Partners, L.P. in Q4 2013 and has held it in 13 quarters since.
Kanaly Trust's Magellan Midstream Partners, L.P. position peaked at $131K in Q3 2014.
585 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q4 2016.

Based on Kanaly Trust's 13F filing for Q4 2016, filed 23 Jan 2017.