Transamerica Financial Advisors’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Transamerica Financial 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
2016 Q2	–	Sell	-130	Closed	-$9K	–	723
2016 Q1	$9K	Hold	130	–	–	﹤0.01%	566
2015 Q4	$9K	Hold	130	–	–	﹤0.01%	619
2015 Q3	$8K	Buy	+130	New	+$8.88K	﹤0.01%	613
2015 Q2	–	Sell	-58	Closed	-$5K	–	940
2015 Q1	$5K	Buy	+58	New	+$4.63K	﹤0.01%	712
2014 Q4	–	Sell	-9,656	Closed	-$813K	–	768
2014 Q3	$813K	Sell	9,656 -19	-0.2%	-$1.58K	0.07%	129
2014 Q2	$813K	Buy	9,675 +96	+1%	+$7.52K	0.07%	135
2014 Q1	$669K	Buy	9,579 +172	+2%	+$11.4K	0.07%	131
2013 Q4	$596K	Sell	9,407 -568	-6%	-$33.9K	0.06%	135
2013 Q3	$563K	Sell	9,975 -345	-3%	-$19K	0.07%	133
2013 Q2	$563K	Buy	+10,320	New	+$542K	0.09%	109

Other funds holding MMP

TCA

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

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

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

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

KACA

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

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

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

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

MHI

Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return

Transamerica Financial Advisors's MMP Position: Q2 2016 in Review

Transamerica Financial Advisors sold out of Magellan Midstream Partners, L.P. (MMP) in Q2 2016, closing a stake of 130 shares — an estimated $9K sold.

Transamerica Financial Advisors first reported a position in MMP in Q2 2013 and held it in 10 quarters. The position peaked at $813K in Q3 2014. 573 funds tracked by Wall St. Rank hold MMP as of Q2 2016.

Transamerica Financial Advisors reported no remaining Magellan Midstream Partners, L.P. position as of Q2 2016 after selling out during the quarter.
Transamerica Financial Advisors sold 130 Magellan Midstream Partners, L.P. shares in Q2 2016, an estimated $9K.
Transamerica Financial Advisors first reported a position in Magellan Midstream Partners, L.P. in Q2 2013 and held it in 10 quarters.
Transamerica Financial Advisors's Magellan Midstream Partners, L.P. position peaked at $813K in Q3 2014.
573 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q2 2016.

Based on Transamerica Financial Advisors's 13F filing for Q2 2016, filed 12 Aug 2016.