Mogy Joel R Investment Counsel’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Mogy Joel R Investment Counsel’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
2015 Q4	–	Sell	-4,458	Closed	-$268K	–	132
2015 Q3	$268K	Hold	4,458	–	–	0.05%	121
2015 Q2	$327K	Hold	4,458	–	–	0.06%	118
2015 Q1	$342K	Hold	4,458	–	–	0.06%	120
2014 Q4	$368K	Hold	4,458	–	–	0.07%	121
2014 Q3	$375K	Hold	4,458	–	–	0.08%	118
2014 Q2	$375K	Hold	4,458	–	–	0.08%	121
2014 Q1	$311K	Hold	4,458	–	–	0.06%	124
2013 Q4	$282K	Hold	4,458	–	–	0.06%	132
2013 Q3	$252K	Hold	4,458	–	–	0.06%	133
2013 Q2	$243K	Buy	+4,458	New	+$234K	0.06%	133

Other funds holding MMP

TCA

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

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

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Mogy Joel R Investment Counsel's MMP Position: Q4 2015 in Review

Mogy Joel R Investment Counsel sold out of Magellan Midstream Partners, L.P. (MMP) in Q4 2015, closing a stake of 4,458 shares — an estimated $268K sold.

Mogy Joel R Investment Counsel first reported a position in MMP in Q2 2013 and held it in 10 quarters. The position peaked at $375K in Q3 2014. 529 funds tracked by Wall St. Rank hold MMP as of Q4 2015.

Mogy Joel R Investment Counsel reported no remaining Magellan Midstream Partners, L.P. position as of Q4 2015 after selling out during the quarter.
Mogy Joel R Investment Counsel sold 4,458 Magellan Midstream Partners, L.P. shares in Q4 2015, an estimated $268K.
Mogy Joel R Investment Counsel first reported a position in Magellan Midstream Partners, L.P. in Q2 2013 and held it in 10 quarters.
Mogy Joel R Investment Counsel's Magellan Midstream Partners, L.P. position peaked at $375K in Q3 2014.
529 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q4 2015.

Based on Mogy Joel R Investment Counsel's 13F filing for Q4 2015, filed 2 Feb 2016.