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

Tortoise Capital Advisors
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
ALPS Advisors
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
OppenheimerFunds
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 $786B AUM 40.34% 1-Year Est. Return
Kayne Anderson Capital Advisors
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Miller Howard Investments
Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 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.