KFS
MMP

KMS Financial Services’s Magellan Midstream Partners, L.P. MMP Stock Holding History

KMS Financial Services’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
2014
Q3 		$1.17M Sell
13,867
-644
-4% -$53.5K 0.16% 142
2014
Q2 		$1.22M Buy
14,511
+22
+0.2% +$1.72K 0.17% 134
2014
Q1 		$1.01M Buy
14,489
+5,456
+60% +$363K 0.16% 145
2013
Q4 		$572K Buy
9,033
+1,560
+21% +$93.1K 0.1% 239
2013
Q3 		$422K Buy
+7,473
New +$411K 0.1% 227

Other funds holding MMP

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

KMS Financial Services's MMP Position: Q3 2014 in Review

KMS Financial Services reduced its Magellan Midstream Partners, L.P. (MMP) stake by 4.4% in Q3 2014, selling an estimated $53.5K and leaving 13,867 shares worth $1.17M. The position accounts for 0.16% of the portfolio, ranked #142.

KMS Financial Services first reported a position in MMP in Q3 2013 and has held it in 5 quarters since. The position peaked at $1.22M in Q2 2014. 513 funds tracked by Wall St. Rank hold MMP as of Q3 2014.

  • KMS Financial Services held 13,867 shares of Magellan Midstream Partners, L.P. worth $1.17M as of Q3 2014.
  • KMS Financial Services sold 644 Magellan Midstream Partners, L.P. shares in Q3 2014, an estimated $53.5K.
  • Magellan Midstream Partners, L.P. made up 0.16% of KMS Financial Services's portfolio in Q3 2014, its #142 holding.
  • KMS Financial Services first reported a position in Magellan Midstream Partners, L.P. in Q3 2013 and has held it in 5 quarters since.
  • KMS Financial Services's Magellan Midstream Partners, L.P. position peaked at $1.22M in Q2 2014.
  • 513 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2014.

Based on KMS Financial Services's 13F filing for Q3 2014, filed 14 Nov 2014.