MIM
MMP

Montgomery Investment Management’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Montgomery Investment 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
2013
Q4 		– Sell
-4,800
Closed -$271K – 77
2013
Q3 		$271K Hold
4,800
– – 0.15% 71
2013
Q2 		$262K Buy
+4,800
New +$252K 0.14% 71

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
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $2.78B AUM 26.09% 1-Year Est. Return

Montgomery Investment Management's MMP Position: Q4 2013 in Review

Montgomery Investment Management sold out of Magellan Midstream Partners, L.P. (MMP) in Q4 2013, closing a stake of 4,800 shares — an estimated $271K sold.

Montgomery Investment Management first reported a position in MMP in Q2 2013 and held it in 2 quarters. The position peaked at $271K in Q3 2013. 425 funds tracked by Wall St. Rank hold MMP as of Q4 2013.

  • Montgomery Investment Management reported no remaining Magellan Midstream Partners, L.P. position as of Q4 2013 after selling out during the quarter.
  • Montgomery Investment Management sold 4,800 Magellan Midstream Partners, L.P. shares in Q4 2013, an estimated $271K.
  • Montgomery Investment Management first reported a position in Magellan Midstream Partners, L.P. in Q2 2013 and held it in 2 quarters.
  • Montgomery Investment Management's Magellan Midstream Partners, L.P. position peaked at $271K in Q3 2013.
  • 425 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q4 2013.

Based on Montgomery Investment Management's 13F filing for Q4 2013, filed 23 Jan 2014.