Rockefeller Financial Services’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Rockefeller Financial Services’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	$446K	Buy	6,287 +2,193	+54%	+$149K	0.01%	289
2017 Q3	$290K	Hold	4,094	–	–	0.01%	305
2017 Q2	$291K	Hold	4,094	–	–	0.01%	269
2017 Q1	$314K	Hold	4,094	–	–	0.01%	276
2016 Q4	$309K	Hold	4,094	–	–	0.01%	289
2016 Q3	$289K	Hold	4,094	–	–	0.01%	284
2016 Q2	$311K	Hold	4,094	–	–	0.01%	295
2016 Q1	$282K	Buy	4,094 +175	+4%	+$11.4K	0.01%	297
2015 Q4	$266K	Sell	3,919 -2,231	-36%	-$145K	0.01%	312
2015 Q3	$370K	Sell	6,150 -310	-5%	-$21.2K	0.01%	279
2015 Q2	$474K	Hold	6,460	–	–	0.01%	244
2015 Q1	$496K	Hold	6,460	–	–	0.01%	245
2014 Q4	$534K	Sell	6,460 -622	-9%	-$50.8K	0.01%	235
2014 Q3	$596K	Sell	7,082 -68	-1%	-$5.65K	0.01%	235
2014 Q2	$601K	Hold	7,150	–	–	0.01%	245
2014 Q1	$499K	Hold	7,150	–	–	0.01%	258
2013 Q4	$452K	Hold	7,150	–	–	0.01%	278
2013 Q3	$403K	Hold	7,150	–	–	0.01%	280
2013 Q2	$390K	Buy	+7,150	New	+$375K	0.01%	270

Other funds holding MMP

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

Rockefeller Financial Services's MMP Position: Q4 2017 in Review

Rockefeller Financial Services increased its Magellan Midstream Partners, L.P. (MMP) stake by 54% in Q4 2017, buying an estimated $149K and bringing the position to 6,287 shares worth $446K. The position accounts for 0.01% of the portfolio, ranked #289.

Rockefeller Financial Services first reported a position in MMP in Q2 2013 and has held it in 19 quarters since. The position peaked at $601K in Q2 2014. 644 funds tracked by Wall St. Rank hold MMP as of Q4 2017.

Rockefeller Financial Services held 6,287 shares of Magellan Midstream Partners, L.P. worth $446K as of Q4 2017.
Rockefeller Financial Services bought 2,193 Magellan Midstream Partners, L.P. shares in Q4 2017, an estimated $149K.
Magellan Midstream Partners, L.P. made up 0.01% of Rockefeller Financial Services's portfolio in Q4 2017, its #289 holding.
Rockefeller Financial Services first reported a position in Magellan Midstream Partners, L.P. in Q2 2013 and has held it in 19 quarters since.
Rockefeller Financial Services's Magellan Midstream Partners, L.P. position peaked at $601K in Q2 2014.
644 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q4 2017.

Based on Rockefeller Financial Services's 13F filing for Q4 2017, filed 2 Feb 2018.