MWM
MMP

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

Meridian 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
2018
Q2 		– Sell
-4,155
Closed -$242K – 207
2018
Q1 		$242K Buy
+4,155
New +$279K 0.12% 154
2017
Q1 		– Sell
-4,200
Closed -$318K – 180
2016
Q4 		$318K Buy
+4,200
New +$294K 0.25% 86

Other funds holding MMP

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Meridian Wealth Management's MMP Position: Q2 2018 in Review

Meridian Wealth Management sold out of Magellan Midstream Partners, L.P. (MMP) in Q2 2018, closing a stake of 4,155 shares — an estimated $242K sold.

Meridian Wealth Management first reported a position in MMP in Q4 2016 and held it in 2 quarters. The position peaked at $318K in Q4 2016. 628 funds tracked by Wall St. Rank hold MMP as of Q2 2018.

  • Meridian Wealth Management reported no remaining Magellan Midstream Partners, L.P. position as of Q2 2018 after selling out during the quarter.
  • Meridian Wealth Management sold 4,155 Magellan Midstream Partners, L.P. shares in Q2 2018, an estimated $242K.
  • Meridian Wealth Management first reported a position in Magellan Midstream Partners, L.P. in Q4 2016 and held it in 2 quarters.
  • Meridian Wealth Management's Magellan Midstream Partners, L.P. position peaked at $318K in Q4 2016.
  • 628 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q2 2018.

Based on Meridian Wealth Management's 13F filing for Q2 2018, filed 6 Aug 2018.