Mariner Wealth Advisors (Cincinnati)’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Mariner Wealth Advisors (Cincinnati)’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	$4.12M	Sell	60,780 -2,887	-5%	-$200K	0.23%	79
2018 Q2	$4.4M	Buy	63,667 +2,087	+3%	+$140K	0.26%	78
2018 Q1	$3.59M	Hold	61,580	–	–	0.22%	79
2017 Q4	$4.37M	Hold	61,580	–	–	0.26%	74
2017 Q3	$4.38M	Hold	61,580	–	–	0.28%	75
2017 Q2	$4.39M	Sell	61,580 -200	-0.3%	-$14.7K	0.31%	74
2017 Q1	$4.75M	Buy	61,780 +500	+0.8%	+$38.8K	0.34%	67
2016 Q4	$4.63M	Hold	61,280	–	–	0.36%	67
2016 Q3	$4.33M	Sell	61,280 -500	-0.8%	-$35.7K	0.37%	68
2016 Q2	$4.7M	Hold	61,780	–	–	0.42%	64
2016 Q1	$4.25M	Sell	61,780 -955	-2%	-$62.4K	0.42%	61
2015 Q4	$4.26M	Buy	+62,735	New	+$4.07M	0.42%	59

Other funds holding MMP

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

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 New York $115B AUM 24.78% 1-Year Est. Return

Mariner Wealth Advisors (Cincinnati)'s MMP Position: Q3 2018 in Review

Mariner Wealth Advisors (Cincinnati) reduced its Magellan Midstream Partners, L.P. (MMP) stake by 4.5% in Q3 2018, selling an estimated $200K and leaving 60,780 shares worth $4.12M. The position accounts for 0.23% of the portfolio, ranked #79.

Mariner Wealth Advisors (Cincinnati) first reported a position in MMP in Q4 2015 and has held it in 12 quarters since. The position peaked at $4.75M in Q1 2017. 619 funds tracked by Wall St. Rank hold MMP as of Q3 2018.

Mariner Wealth Advisors (Cincinnati) held 60,780 shares of Magellan Midstream Partners, L.P. worth $4.12M as of Q3 2018.
Mariner Wealth Advisors (Cincinnati) sold 2,887 Magellan Midstream Partners, L.P. shares in Q3 2018, an estimated $200K.
Magellan Midstream Partners, L.P. made up 0.23% of Mariner Wealth Advisors (Cincinnati)'s portfolio in Q3 2018, its #79 holding.
Mariner Wealth Advisors (Cincinnati) first reported a position in Magellan Midstream Partners, L.P. in Q4 2015 and has held it in 12 quarters since.
Mariner Wealth Advisors (Cincinnati)'s Magellan Midstream Partners, L.P. position peaked at $4.75M in Q1 2017.
619 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2018.

Based on Mariner Wealth Advisors (Cincinnati)'s 13F filing for Q3 2018, filed 13 Nov 2018.