PAG
MMP

Pinnacle Advisory Group’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Pinnacle Advisory Group’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
-3,226
Closed -$218K – 174
2018
Q3 		$218K Buy
+3,226
New +$224K 0.02% 149
2018
Q2 		– Sell
-4,202
Closed -$245K – 190
2018
Q1 		$245K Sell
4,202
-878
-17% -$59K 0.01% 169
2017
Q4 		$360K Sell
5,080
-2,337
-32% -$159K 0.02% 163
2017
Q3 		$527K Buy
7,417
+2
+0% +$138 0.03% 116
2017
Q2 		$528K Sell
7,415
-1,661
-18% -$122K 0.03% 110
2017
Q1 		$698K Buy
9,076
+3,455
+61% +$268K 0.05% 87
2016
Q4 		$425K Buy
5,621
+882
+19% +$61.8K 0.03% 120
2016
Q3 		$334K Buy
4,739
+1,727
+57% +$123K 0.03% 86
2016
Q2 		$228K Buy
+3,012
New +$214K 0.02% 120

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 $761B 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
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return