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

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2014
Q3
$1.17M Sell
13,867
-644
-4% -$54.2K 0.16% 142
2014
Q2
$1.22M Buy
14,511
+22
+0.2% +$1.85K 0.17% 134
2014
Q1
$1.01M Buy
14,489
+5,456
+60% +$380K 0.16% 145
2013
Q4
$572K Buy
9,033
+1,560
+21% +$98.8K 0.1% 239
2013
Q3
$422K Buy
+7,473
New +$422K 0.1% 227