MI
MMP

Montage Investments’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Montage Investments’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
Q3 		$1.16M Buy
16,396
+10,850
+196% +$774K 0.64% 51
2016
Q2 		$421K Sell
5,546
-3,039
-35% -$216K 0.29% 118
2016
Q1 		$591K Buy
+8,585
New +$561K 0.42% 98

Other funds holding MMP

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

Montage Investments's MMP Position: Q3 2016 in Review

Montage Investments increased its Magellan Midstream Partners, L.P. (MMP) stake by 196% in Q3 2016, buying an estimated $774K and bringing the position to 16,396 shares worth $1.16M. The position accounts for 0.64% of the portfolio, ranked #51.

Montage Investments first reported a position in MMP in Q1 2016 and has held it in 3 quarters since. 555 funds tracked by Wall St. Rank hold MMP as of Q3 2016.

  • Montage Investments held 16,396 shares of Magellan Midstream Partners, L.P. worth $1.16M as of Q3 2016.
  • Montage Investments bought 10,850 Magellan Midstream Partners, L.P. shares in Q3 2016, an estimated $774K.
  • Magellan Midstream Partners, L.P. made up 0.64% of Montage Investments's portfolio in Q3 2016, its #51 holding.
  • Montage Investments first reported a position in Magellan Midstream Partners, L.P. in Q1 2016 and has held it in 3 quarters since.
  • 555 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2016.

Based on Montage Investments's 13F filing for Q3 2016, filed 10 Nov 2016.