RNS
MMP

Robert N. Shapiro’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Robert N. Shapiro’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
Q4 		$795K Sell
9,618
-151
-2% -$12.3K 0.16% 142
2014
Q3 		$823K Sell
9,769
-2,212
-18% -$184K 0.16% 144
2014
Q2 		$1.01M Hold
11,981
– – 0.19% 133
2014
Q1 		$836K Hold
11,981
– – 0.15% 143
2013
Q4 		$758K Sell
11,981
-849
-7% -$50.7K 0.14% 149
2013
Q3 		$724K Sell
12,830
-175
-1% -$9.62K 0.13% 149
2013
Q2 		$709K Buy
+13,005
New +$683K 0.15% 146

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
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
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
ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Robert N. Shapiro's MMP Position: Q4 2014 in Review

Robert N. Shapiro reduced its Magellan Midstream Partners, L.P. (MMP) stake by 1.5% in Q4 2014, selling an estimated $12.3K and leaving 9,618 shares worth $795K. The position accounts for 0.16% of the portfolio, ranked #142.

Robert N. Shapiro first reported a position in MMP in Q2 2013 and has held it in 7 quarters since. The position peaked at $1.01M in Q2 2014. 522 funds tracked by Wall St. Rank hold MMP as of Q4 2014.

  • Robert N. Shapiro held 9,618 shares of Magellan Midstream Partners, L.P. worth $795K as of Q4 2014.
  • Robert N. Shapiro sold 151 Magellan Midstream Partners, L.P. shares in Q4 2014, an estimated $12.3K.
  • Magellan Midstream Partners, L.P. made up 0.16% of Robert N. Shapiro's portfolio in Q4 2014, its #142 holding.
  • Robert N. Shapiro first reported a position in Magellan Midstream Partners, L.P. in Q2 2013 and has held it in 7 quarters since.
  • Robert N. Shapiro's Magellan Midstream Partners, L.P. position peaked at $1.01M in Q2 2014.
  • 522 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q4 2014.

Based on Robert N. Shapiro's 13F filing for Q4 2014, filed 19 Feb 2015.