Waldron Private Wealth’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Waldron Private Wealth’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	-3,691	Closed	-$254K	–	197
2018 Q2	$254K	Hold	3,691	–	–	0.06%	146
2018 Q1	$215K	Sell	3,691 -1,455	-28%	-$97.7K	0.05%	155
2017 Q4	$365K	Buy	+5,146	New	+$351K	0.09%	103
2017 Q2	–	Sell	-8,457	Closed	-$611K	–	215
2017 Q1	$611K	Buy	+8,457	New	+$656K	0.15%	85
2016 Q4	–	Sell	-4,435	Closed	-$293K	–	157
2016 Q3	$293K	Hold	4,435	–	–	0.11%	94
2016 Q2	$300K	Hold	4,435	–	–	0.11%	99
2016 Q1	$290K	Buy	+4,435	New	+$290K	0.11%	95
2015 Q4	–	Sell	-4,220	Closed	-$253K	–	181
2015 Q3	$253K	Buy	4,220 +1,240	+42%	+$84.7K	0.11%	102
2015 Q2	$218K	Sell	2,980 -60	-2%	-$4.82K	0.09%	108
2015 Q1	$233K	Buy	+3,040	New	+$243K	0.09%	108
2014 Q4	–	Sell	-3,040	Closed	-$255K	–	132
2014 Q3	$255K	Hold	3,040	–	–	0.12%	79
2014 Q2	$255K	Sell	3,040 -4,597	-60%	-$360K	0.12%	91
2014 Q1	$533K	Buy	+7,637	New	+$508K	0.26%	35

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

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 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

KACA

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

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

Waldron Private Wealth's MMP Position: Q3 2018 in Review

Waldron Private Wealth sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2018, closing a stake of 3,691 shares — an estimated $254K sold.

Waldron Private Wealth first reported a position in MMP in Q1 2014 and held it in 13 quarters. The position peaked at $611K in Q1 2017. 619 funds tracked by Wall St. Rank hold MMP as of Q3 2018.

Waldron Private Wealth reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2018 after selling out during the quarter.
Waldron Private Wealth sold 3,691 Magellan Midstream Partners, L.P. shares in Q3 2018, an estimated $254K.
Waldron Private Wealth first reported a position in Magellan Midstream Partners, L.P. in Q1 2014 and held it in 13 quarters.
Waldron Private Wealth's Magellan Midstream Partners, L.P. position peaked at $611K in Q1 2017.
619 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2018.

Based on Waldron Private Wealth's 13F filing for Q3 2018, filed 20 Nov 2018.