MYIA
MMP

Mount Yale Investment Advisors’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Mount Yale Investment Advisors’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
Q4 		– Sell
-1,340
Closed -$84K – 833
2018
Q3 		$84K Hold
1,340
– – 0.01% 496
2018
Q2 		$93K Buy
1,340
+156
+13% +$10.5K 0.02% 486
2018
Q1 		$69K Buy
+1,184
New +$79.5K 0.01% 555

Other funds holding MMP

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Mount Yale Investment Advisors's MMP Position: Q4 2018 in Review

Mount Yale Investment Advisors sold out of Magellan Midstream Partners, L.P. (MMP) in Q4 2018, closing a stake of 1,340 shares — an estimated $84K sold.

Mount Yale Investment Advisors first reported a position in MMP in Q1 2018 and held it in 3 quarters. The position peaked at $93K in Q2 2018. 624 funds tracked by Wall St. Rank hold MMP as of Q4 2018.

  • Mount Yale Investment Advisors reported no remaining Magellan Midstream Partners, L.P. position as of Q4 2018 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 1,340 Magellan Midstream Partners, L.P. shares in Q4 2018, an estimated $84K.
  • Mount Yale Investment Advisors first reported a position in Magellan Midstream Partners, L.P. in Q1 2018 and held it in 3 quarters.
  • Mount Yale Investment Advisors's Magellan Midstream Partners, L.P. position peaked at $93K in Q2 2018.
  • 624 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q4 2018.

Based on Mount Yale Investment Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.