MPM
MMP

Meritage Portfolio Management’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Meritage Portfolio 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
2016
Q1 		– Sell
-31,560
Closed -$2.14M – 199
2015
Q4 		$2.14M Buy
+31,560
New +$2.05M 0.24% 154

Other funds holding MMP

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MHI
Miller Howard Investments Kingston, New York $3.66B AUM 20.05% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Meritage Portfolio Management's MMP Position: Q1 2016 in Review

Meritage Portfolio Management sold out of Magellan Midstream Partners, L.P. (MMP) in Q1 2016, closing a stake of 31,560 shares — an estimated $2.14M sold.

Meritage Portfolio Management first reported a position in MMP in Q4 2015 and held it in 1 quarter. The position peaked at $2.14M in Q4 2015. 557 funds tracked by Wall St. Rank hold MMP as of Q1 2016.

  • Meritage Portfolio Management reported no remaining Magellan Midstream Partners, L.P. position as of Q1 2016 after selling out during the quarter.
  • Meritage Portfolio Management sold 31,560 Magellan Midstream Partners, L.P. shares in Q1 2016, an estimated $2.14M.
  • Meritage Portfolio Management first reported a position in Magellan Midstream Partners, L.P. in Q4 2015 and held it in 1 quarter.
  • Meritage Portfolio Management's Magellan Midstream Partners, L.P. position peaked at $2.14M in Q4 2015.
  • 557 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q1 2016.

Based on Meritage Portfolio Management's 13F filing for Q1 2016, filed 21 Apr 2016.