Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
RBCM
MMP
Raub Brock Capital Management’s
Magellan Midstream Partners, L.P.
MMP
Stock Holding History
Raub Brock Capital Management’s Portfolio
MMP Stock Details
MMP Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2018
Q2
–
Sell
-190,577
Closed
-$11.1M
–
45
2018
Q1
$11.1M
Buy
190,577
+11,440
+6%
+$768K
2.77%
20
2017
Q4
$12.7M
Sell
179,137
-5,206
-3%
-$355K
3.15%
19
2017
Q3
$13.1M
Buy
184,343
+15,875
+9%
+$1.1M
3.36%
20
2017
Q2
$12M
Sell
168,468
-4,591
-3%
-$337K
3.34%
20
2017
Q1
$13.3M
Buy
173,059
+5,200
+3%
+$403K
3.9%
15
2016
Q4
$12.7M
Buy
167,859
+2,135
+1%
+$150K
3.9%
11
2016
Q3
$11.7M
Buy
165,724
+6,625
+4%
+$473K
3.65%
16
2016
Q2
$12.1M
Buy
159,099
+12,250
+8%
+$869K
3.63%
16
2016
Q1
$10.1M
Buy
146,849
+4,555
+3%
+$298K
2.99%
20
2015
Q4
$9.66M
Buy
142,294
+5,690
+4%
+$369K
3.08%
18
2015
Q3
$8.21M
Buy
136,604
+3,655
+3%
+$250K
2.77%
20
2015
Q2
$9.76M
Buy
132,949
+4,160
+3%
+$334K
3.17%
20
2015
Q1
$9.88M
Buy
128,789
+1,335
+1%
+$107K
3.35%
20
2014
Q4
$10.5M
Buy
127,454
+510
+0.4%
+$41.7K
3.68%
20
2014
Q3
$10.7M
Sell
126,944
-1,990
-2%
-$165K
3.84%
17
2014
Q2
$10.8M
Sell
128,934
-14,410
-10%
-$1.13M
4.08%
17
2014
Q1
$10M
Buy
143,344
+4,315
+3%
+$287K
3.83%
17
2013
Q4
$8.8M
Sell
139,029
-1,297
-0.9%
-$77.4K
3.77%
18
2013
Q3
$7.92M
Buy
140,326
+7,645
+6%
+$420K
3.71%
18
2013
Q2
$7.23M
Buy
+132,681
New
+$6.96M
3.72%
19
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
O
OppenheimerFunds
New York
$80.4B AUM
15.1%
1-Year Est. Return
Goldman Sachs
New York
$871B AUM
31.28%
1-Year Est. Return
EIP
Energy Income Partners
Westport, Connecticut
$6.22B AUM
18.97%
1-Year Est. Return
JP Morgan Chase
New York
$1.56T AUM
27.86%
1-Year Est. Return
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
ClearBridge Investments
New York
$115B AUM
24.78%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close