KJWM
MMP

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

Kiley Juergens 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
2018
Q4 		– Sell
-1,065
Closed -$72K – 704
2018
Q3 		$72K Hold
1,065
– – 0.05% 190
2018
Q2 		$73K Buy
+1,065
New +$71.6K 0.07% 165
2018
Q1 		– Sell
-1,065
Closed -$75K – 643
2017
Q4 		$75K Buy
+1,065
New +$72.6K 0.07% 159

Other funds holding MMP

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
O
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
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Kiley Juergens Wealth Management's MMP Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of Magellan Midstream Partners, L.P. (MMP) in Q4 2018, closing a stake of 1,065 shares — an estimated $72K sold.

Kiley Juergens Wealth Management first reported a position in MMP in Q4 2017 and held it in 3 quarters. The position peaked at $75K in Q4 2017. 624 funds tracked by Wall St. Rank hold MMP as of Q4 2018.

  • Kiley Juergens Wealth Management reported no remaining Magellan Midstream Partners, L.P. position as of Q4 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 1,065 Magellan Midstream Partners, L.P. shares in Q4 2018, an estimated $72K.
  • Kiley Juergens Wealth Management first reported a position in Magellan Midstream Partners, L.P. in Q4 2017 and held it in 3 quarters.
  • Kiley Juergens Wealth Management's Magellan Midstream Partners, L.P. position peaked at $75K in Q4 2017.
  • 624 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.