RDM
MMP

Retirement Design & Management’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Retirement Design & Management’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
Q3 		– Sell
-2,719
Closed -$200K – 76
2015
Q2 		$200K Sell
2,719
-113
-4% -$9.07K 0.17% 74
2015
Q1 		$216K Sell
2,832
-291
-9% -$23.3K 0.19% 72
2014
Q4 		$258K Buy
+3,123
New +$255K 0.2% 65

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
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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MHI
Miller Howard Investments Kingston, New York $3.66B AUM 20.05% 1-Year Est. Return

Retirement Design & Management's MMP Position: Q3 2015 in Review

Retirement Design & Management sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2015, closing a stake of 2,719 shares — an estimated $200K sold.

Retirement Design & Management first reported a position in MMP in Q4 2014 and held it in 3 quarters. The position peaked at $258K in Q4 2014. 508 funds tracked by Wall St. Rank hold MMP as of Q3 2015.

  • Retirement Design & Management reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2015 after selling out during the quarter.
  • Retirement Design & Management sold 2,719 Magellan Midstream Partners, L.P. shares in Q3 2015, an estimated $200K.
  • Retirement Design & Management first reported a position in Magellan Midstream Partners, L.P. in Q4 2014 and held it in 3 quarters.
  • Retirement Design & Management's Magellan Midstream Partners, L.P. position peaked at $258K in Q4 2014.
  • 508 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2015.

Based on Retirement Design & Management's 13F filing for Q3 2015, filed 9 Nov 2015.