SFG
MMP

Summit Financial Group’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Summit Financial Group’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
2018
Q3 		– Sell
-3,000
Closed -$207K – 125
2018
Q2 		$207K Buy
+3,000
New +$202K 0.16% 122

Other funds holding MMP

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Summit Financial Group's MMP Position: Q3 2018 in Review

Summit Financial Group sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2018, closing a stake of 3,000 shares — an estimated $207K sold.

Summit Financial Group first reported a position in MMP in Q2 2018 and held it in 1 quarter. The position peaked at $207K in Q2 2018. 619 funds tracked by Wall St. Rank hold MMP as of Q3 2018.

  • Summit Financial Group reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2018 after selling out during the quarter.
  • Summit Financial Group sold 3,000 Magellan Midstream Partners, L.P. shares in Q3 2018, an estimated $207K.
  • Summit Financial Group first reported a position in Magellan Midstream Partners, L.P. in Q2 2018 and held it in 1 quarter.
  • Summit Financial Group's Magellan Midstream Partners, L.P. position peaked at $207K in Q2 2018.
  • 619 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2018.

Based on Summit Financial Group's 13F filing for Q3 2018, filed 3 Oct 2018.