Keystone Financial Planning’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Keystone Financial Planning’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 Q2	–	Sell	-47,609	Closed	-$3.28M	–	48
2016 Q1	$3.28M	Buy	47,609 +4,521	+10%	+$296K	2.35%	25
2015 Q4	$2.93M	Buy	43,088 +21,746	+102%	+$1.41M	2.22%	25
2015 Q3	$1.28M	Buy	21,342 +1,492	+8%	+$102K	1.04%	30
2015 Q2	$1.46M	Buy	19,850 +1,852	+10%	+$149K	1.12%	30
2015 Q1	$1.38M	Buy	17,998 +3,719	+26%	+$297K	1.05%	30
2014 Q4	$1.18M	Buy	14,279 +719	+5%	+$58.7K	0.87%	30
2014 Q3	$1.14M	Buy	13,560 +604	+5%	+$50.2K	0.86%	30
2014 Q2	$1.09M	Buy	12,956 +226	+2%	+$17.7K	0.82%	31
2014 Q1	$888K	Buy	12,730 +1,614	+15%	+$107K	0.69%	33
2013 Q4	$703K	Buy	+11,116	New	+$664K	0.56%	38

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

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

OppenheimerFunds New York $80.4B AUM 15.1% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

MHI

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

Keystone Financial Planning's MMP Position: Q2 2016 in Review

Keystone Financial Planning sold out of Magellan Midstream Partners, L.P. (MMP) in Q2 2016, closing a stake of 47,609 shares — an estimated $3.28M sold.

Keystone Financial Planning first reported a position in MMP in Q4 2013 and held it in 10 quarters. The position peaked at $3.28M in Q1 2016. 573 funds tracked by Wall St. Rank hold MMP as of Q2 2016.

Keystone Financial Planning reported no remaining Magellan Midstream Partners, L.P. position as of Q2 2016 after selling out during the quarter.
Keystone Financial Planning sold 47,609 Magellan Midstream Partners, L.P. shares in Q2 2016, an estimated $3.28M.
Keystone Financial Planning first reported a position in Magellan Midstream Partners, L.P. in Q4 2013 and held it in 10 quarters.
Keystone Financial Planning's Magellan Midstream Partners, L.P. position peaked at $3.28M in Q1 2016.
573 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q2 2016.

Based on Keystone Financial Planning's 13F filing for Q2 2016, filed 21 Jul 2016.