ST
MMP

Stifel Trust’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Stifel Trust’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
Q3 		$405K Hold
4,800
– – 0.08% 150
2014
Q2 		$404K Hold
4,800
– – 0.08% 149
2014
Q1 		$335K Hold
4,800
– – 0.06% 151
2013
Q4 		$304K Hold
4,800
– – 0.06% 157
2013
Q3 		$271K Hold
4,800
– – 0.05% 164
2013
Q2 		$262K Buy
+4,800
New +$252K 0.05% 161

Other funds holding MMP

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 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
U
UBS Zurich, Switzerland $136B AUM 16.36% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Stifel Trust's MMP Position: Q3 2014 in Review

Stifel Trust held its Magellan Midstream Partners, L.P. (MMP) position steady in Q3 2014 at 4,800 shares worth $405K. The position accounts for 0.08% of the portfolio, ranked #150.

Stifel Trust first reported a position in MMP in Q2 2013 and has held it in 6 quarters since. 513 funds tracked by Wall St. Rank hold MMP as of Q3 2014.

  • Stifel Trust held 4,800 shares of Magellan Midstream Partners, L.P. worth $405K as of Q3 2014.
  • Stifel Trust left its Magellan Midstream Partners, L.P. share count unchanged in Q3 2014.
  • Magellan Midstream Partners, L.P. made up 0.08% of Stifel Trust's portfolio in Q3 2014, its #150 holding.
  • Stifel Trust first reported a position in Magellan Midstream Partners, L.P. in Q2 2013 and has held it in 6 quarters since.
  • 513 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2014.

Based on Stifel Trust's 13F filing for Q3 2014, filed 14 Nov 2014.