NDSI
MMP

Newman Dignan & Sheerar Inc’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Newman Dignan & Sheerar Inc’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
Q1 		– Sell
-2,888
Closed -$239 – 158
2014
Q4 		$239 Hold
2,888
– – 0.14% 129
2014
Q3 		$243K Hold
2,888
– – 0.18% 123
2014
Q2 		$243 Hold
2,888
– – 0.14% 128
2014
Q1 		$201K Buy
+2,888
New +$192K 0.14% 140

Other funds holding MMP

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Newman Dignan & Sheerar Inc's MMP Position: Q1 2015 in Review

Newman Dignan & Sheerar Inc sold out of Magellan Midstream Partners, L.P. (MMP) in Q1 2015, closing a stake of 2,888 shares — an estimated $239 sold.

Newman Dignan & Sheerar Inc first reported a position in MMP in Q1 2014 and held it in 4 quarters. The position peaked at $243K in Q3 2014. 529 funds tracked by Wall St. Rank hold MMP as of Q1 2015.

  • Newman Dignan & Sheerar Inc reported no remaining Magellan Midstream Partners, L.P. position as of Q1 2015 after selling out during the quarter.
  • Newman Dignan & Sheerar Inc sold 2,888 Magellan Midstream Partners, L.P. shares in Q1 2015, an estimated $239.
  • Newman Dignan & Sheerar Inc first reported a position in Magellan Midstream Partners, L.P. in Q1 2014 and held it in 4 quarters.
  • Newman Dignan & Sheerar Inc's Magellan Midstream Partners, L.P. position peaked at $243K in Q3 2014.
  • 529 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q1 2015.

Based on Newman Dignan & Sheerar Inc's 13F filing for Q1 2015, filed 10 Apr 2015.