Partnervest Advisory Services’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Partnervest Advisory Services’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
2014 Q3	–	Sell	-130	Closed	-$11K	–	844
2014 Q2	$11K	Sell	130 -10	-7%	-$784	﹤0.01%	679
2014 Q1	$10K	Sell	140 -20	-13%	-$1.33K	﹤0.01%	660
2013 Q4	$10K	Hold	160	–	–	﹤0.01%	647
2013 Q3	$9K	Sell	160 -10	-6%	-$550	﹤0.01%	676
2013 Q2	$9K	Buy	+170	New	+$8.92K	﹤0.01%	630

Other funds holding MMP

TCA

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

ACM

Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return

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

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

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

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Partnervest Advisory Services's MMP Position: Q3 2014 in Review

Partnervest Advisory Services sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2014, closing a stake of 130 shares — an estimated $11K sold.

Partnervest Advisory Services first reported a position in MMP in Q2 2013 and held it in 5 quarters. The position peaked at $11K in Q2 2014. 513 funds tracked by Wall St. Rank hold MMP as of Q3 2014.

Partnervest Advisory Services reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2014 after selling out during the quarter.
Partnervest Advisory Services sold 130 Magellan Midstream Partners, L.P. shares in Q3 2014, an estimated $11K.
Partnervest Advisory Services first reported a position in Magellan Midstream Partners, L.P. in Q2 2013 and held it in 5 quarters.
Partnervest Advisory Services's Magellan Midstream Partners, L.P. position peaked at $11K in Q2 2014.
513 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2014.

Based on Partnervest Advisory Services's 13F filing for Q3 2014, filed 7 Nov 2014.