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

Mission 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 Q1	–	Hold	0	–	–	–	222
2017 Q4	–	Hold	0	–	–	–	178
2017 Q3	–	Sell	-4,230	Closed	-$292K	–	139
2017 Q2	$301K	Buy	+4,230	New	+$311K	0.06%	129
2017 Q1	–	Hold	0	–	–	–	106
2016 Q4	–	Sell	-5,580	Closed	-$391K	–	103
2016 Q3	$395K	Hold	5,580	–	–	0.1%	102
2016 Q2	$424K	Buy	+5,580	New	+$396K	0.11%	90

Other funds holding MMP

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Mission Wealth Management's MMP Position: Q1 2018 in Review

Mission Wealth Management held its Magellan Midstream Partners, L.P. (MMP) position steady in Q1 2018 at 0 shares worth $205K. The position accounts for 0.03% of the portfolio, ranked #222.

Mission Wealth Management first reported a position in MMP in Q2 2016 and has held it in 3 quarters since. The position peaked at $424K in Q2 2016. 621 funds tracked by Wall St. Rank hold MMP as of Q1 2018.

Mission Wealth Management held 0 shares of Magellan Midstream Partners, L.P. worth $205K as of Q1 2018.
Mission Wealth Management left its Magellan Midstream Partners, L.P. share count unchanged in Q1 2018.
Magellan Midstream Partners, L.P. made up 0.03% of Mission Wealth Management's portfolio in Q1 2018, its #222 holding.
Mission Wealth Management first reported a position in Magellan Midstream Partners, L.P. in Q2 2016 and has held it in 3 quarters since.
Mission Wealth Management's Magellan Midstream Partners, L.P. position peaked at $424K in Q2 2016.
621 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q1 2018.

Based on Mission Wealth Management's 13F filing for Q1 2018, filed 4 May 2018.