PPSG
MMP

Princeton Portfolio Strategies Group’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Princeton Portfolio Strategies 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
2017
Q4 		– Sell
-16,271
Closed -$1.16M – 170
2017
Q3 		$1.16M Buy
16,271
+1,900
+13% +$131K 0.31% 82
2017
Q2 		$1.02M Hold
14,371
– – 0.29% 85
2017
Q1 		$1.1M Hold
14,371
– – 0.33% 78
2016
Q4 		$1.09M Hold
14,371
– – 0.34% 74
2016
Q3 		$1.02M Sell
14,371
-2,900
-17% -$207K 0.32% 78
2016
Q2 		$1.31M Hold
17,271
– – 0.42% 64
2016
Q1 		$1.19M Buy
+17,271
New +$1.13M 0.4% 68
2015
Q4 		– Sell
-17,271
Closed -$1.04M – 141
2015
Q3 		$1.04M Buy
17,271
+250
+1% +$17.1K 0.42% 63
2015
Q2 		$1.25M Buy
+17,021
New +$1.37M 0.44% 67

Other funds holding MMP

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 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
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

Princeton Portfolio Strategies Group's MMP Position: Q4 2017 in Review

Princeton Portfolio Strategies Group sold out of Magellan Midstream Partners, L.P. (MMP) in Q4 2017, closing a stake of 16,271 shares — an estimated $1.16M sold.

Princeton Portfolio Strategies Group first reported a position in MMP in Q2 2015 and held it in 9 quarters. The position peaked at $1.31M in Q2 2016. 644 funds tracked by Wall St. Rank hold MMP as of Q4 2017.

  • Princeton Portfolio Strategies Group reported no remaining Magellan Midstream Partners, L.P. position as of Q4 2017 after selling out during the quarter.
  • Princeton Portfolio Strategies Group sold 16,271 Magellan Midstream Partners, L.P. shares in Q4 2017, an estimated $1.16M.
  • Princeton Portfolio Strategies Group first reported a position in Magellan Midstream Partners, L.P. in Q2 2015 and held it in 9 quarters.
  • Princeton Portfolio Strategies Group's Magellan Midstream Partners, L.P. position peaked at $1.31M in Q2 2016.
  • 644 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q4 2017.

Based on Princeton Portfolio Strategies Group's 13F filing for Q4 2017, filed 12 Feb 2018.