KA
MMP

Klingman & Associates’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Klingman & Associates’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
Q3 		– Sell
-240
Closed -$18K – 394
2016
Q2 		$18K Hold
240
– – 0.01% 269
2016
Q1 		$17K Sell
240
-3,460
-94% -$226K 0.01% 271
2015
Q4 		$251K Hold
3,700
– – 0.09% 93
2015
Q3 		$222K Buy
+3,700
New +$253K 0.09% 99

Other funds holding MMP

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ClearBridge Investments
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

Klingman & Associates's MMP Position: Q3 2016 in Review

Klingman & Associates sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2016, closing a stake of 240 shares — an estimated $18K sold.

Klingman & Associates first reported a position in MMP in Q3 2015 and held it in 4 quarters. The position peaked at $251K in Q4 2015. 555 funds tracked by Wall St. Rank hold MMP as of Q3 2016.

  • Klingman & Associates reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2016 after selling out during the quarter.
  • Klingman & Associates sold 240 Magellan Midstream Partners, L.P. shares in Q3 2016, an estimated $18K.
  • Klingman & Associates first reported a position in Magellan Midstream Partners, L.P. in Q3 2015 and held it in 4 quarters.
  • Klingman & Associates's Magellan Midstream Partners, L.P. position peaked at $251K in Q4 2015.
  • 555 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2016.

Based on Klingman & Associates's 13F filing for Q3 2016, filed 19 Oct 2016.