STA
MMP

Summit Trail Advisors’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Summit Trail Advisors’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
Q2 		– Sell
-63,368
Closed -$3.54M – 701
2018
Q1 		$3.54M Buy
63,368
+2,652
+4% +$178K 0.6% 33
2017
Q4 		$4.53M Buy
+60,716
New +$4.14M 0.57% 31

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
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 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 Trail Advisors's MMP Position: Q2 2018 in Review

Summit Trail Advisors sold out of Magellan Midstream Partners, L.P. (MMP) in Q2 2018, closing a stake of 63,368 shares — an estimated $3.54M sold.

Summit Trail Advisors first reported a position in MMP in Q4 2017 and held it in 2 quarters. The position peaked at $4.53M in Q4 2017. 628 funds tracked by Wall St. Rank hold MMP as of Q2 2018.

  • Summit Trail Advisors reported no remaining Magellan Midstream Partners, L.P. position as of Q2 2018 after selling out during the quarter.
  • Summit Trail Advisors sold 63,368 Magellan Midstream Partners, L.P. shares in Q2 2018, an estimated $3.54M.
  • Summit Trail Advisors first reported a position in Magellan Midstream Partners, L.P. in Q4 2017 and held it in 2 quarters.
  • Summit Trail Advisors's Magellan Midstream Partners, L.P. position peaked at $4.53M in Q4 2017.
  • 628 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q2 2018.

Based on Summit Trail Advisors's 13F filing for Q2 2018, filed 10 Aug 2018.