LWM
MMP

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

LBA 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
2014
Q4 		– Sell
-225
Closed -$19K – 409
2014
Q3 		$19K Buy
+225
New +$18.7K 0.01% 241

Other funds holding MMP

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $5.1B AUM 17.16% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LBA Wealth Management's MMP Position: Q4 2014 in Review

LBA Wealth Management sold out of Magellan Midstream Partners, L.P. (MMP) in Q4 2014, closing a stake of 225 shares — an estimated $19K sold.

LBA Wealth Management first reported a position in MMP in Q3 2014 and held it in 1 quarter. The position peaked at $19K in Q3 2014. 522 funds tracked by Wall St. Rank hold MMP as of Q4 2014.

  • LBA Wealth Management reported no remaining Magellan Midstream Partners, L.P. position as of Q4 2014 after selling out during the quarter.
  • LBA Wealth Management sold 225 Magellan Midstream Partners, L.P. shares in Q4 2014, an estimated $19K.
  • LBA Wealth Management first reported a position in Magellan Midstream Partners, L.P. in Q3 2014 and held it in 1 quarter.
  • LBA Wealth Management's Magellan Midstream Partners, L.P. position peaked at $19K in Q3 2014.
  • 522 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q4 2014.

Based on LBA Wealth Management's 13F filing for Q4 2014, filed 4 Feb 2015.