LFR
MMP

Lehman Financial Resources’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Lehman Financial Resources’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
Q3 		$4.3M Sell
63,513
-700
-1% -$48.6K 2.02% 11
2018
Q2 		$4.43M Sell
64,213
-1,400
-2% -$94.1K 2.24% 11
2018
Q1 		$3.83M Sell
65,613
-50
-0.1% -$3.36K 1.96% 13
2017
Q4 		$4.66M Sell
65,663
-31,520
-32% -$2.15M 2.42% 10
2017
Q3 		$6.91M Sell
97,183
-400
-0.4% -$27.6K 3.51% 6
2017
Q2 		$6.86M Sell
97,583
-550
-0.6% -$40.4K 3.86% 6
2017
Q1 		$7.55M Sell
98,133
-3,700
-4% -$287K 4.17% 4
2016
Q4 		$7.7M Buy
101,833
+695
+0.7% +$48.7K 4.39% 3
2016
Q3 		$7.15M Buy
101,138
+2,450
+2% +$175K 4.14% 3
2016
Q2 		$7.5M Sell
98,688
-32,965
-25% -$2.34M 3.76% 4
2016
Q1 		$9.06M Buy
131,653
+1,250
+1% +$81.7K 4.83% 3
2015
Q4 		$8.86M Buy
130,403
+2,800
+2% +$181K 4.77% 3
2015
Q3 		$7.67M Buy
127,603
+47,153
+59% +$3.22M 3.91% 3
2015
Q2 		$5.9M Hold
80,450
– – 2.86% 8
2015
Q1 		$6.17M Buy
80,450
+1,850
+2% +$148K 2.84% 7
2014
Q4 		$6.5M Buy
78,600
+7,986
+11% +$652K 3.19% 5
2014
Q3 		$5.94M Buy
70,614
+900
+1% +$74.8K 3.1% 5
2014
Q2 		$5.86M Buy
69,714
+2,550
+4% +$200K 2.79% 4
2014
Q1 		$4.68M Buy
67,164
+55,900
+496% +$3.72M 2.42% 5
2013
Q4 		$713K Hold
11,264
– – 0.44% 37
2013
Q3 		$636K Hold
11,264
– – 0.41% 41
2013
Q2 		$614K Buy
+11,264
New +$591K 0.42% 35

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
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Lehman Financial Resources's MMP Position: Q3 2018 in Review

Lehman Financial Resources reduced its Magellan Midstream Partners, L.P. (MMP) stake by 1.1% in Q3 2018, selling an estimated $48.6K and leaving 63,513 shares worth $4.3M. The position accounts for 2.02% of the portfolio, ranked #11.

Lehman Financial Resources first reported a position in MMP in Q2 2013 and has held it in 22 quarters since. The position peaked at $9.06M in Q1 2016. 619 funds tracked by Wall St. Rank hold MMP as of Q3 2018.

  • Lehman Financial Resources held 63,513 shares of Magellan Midstream Partners, L.P. worth $4.3M as of Q3 2018.
  • Lehman Financial Resources sold 700 Magellan Midstream Partners, L.P. shares in Q3 2018, an estimated $48.6K.
  • Magellan Midstream Partners, L.P. made up 2.02% of Lehman Financial Resources's portfolio in Q3 2018, its #11 holding.
  • Lehman Financial Resources first reported a position in Magellan Midstream Partners, L.P. in Q2 2013 and has held it in 22 quarters since.
  • Lehman Financial Resources's Magellan Midstream Partners, L.P. position peaked at $9.06M in Q1 2016.
  • 619 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2018.

Based on Lehman Financial Resources's 13F filing for Q3 2018, filed 14 Nov 2018.