WA
MMP

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

Wasatch 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
Q3 		– Sell
-23,271
Closed -$1.61M – 291
2018
Q2 		$1.61M Sell
23,271
-2,500
-10% -$168K 0.02% 230
2018
Q1 		$1.5M Buy
25,771
+1,000
+4% +$67.1K 0.02% 236
2017
Q4 		$1.76M Buy
24,771
+2,800
+13% +$191K 0.02% 232
2017
Q3 		$1.56M Sell
21,971
-571
-3% -$39.4K 0.02% 255
2017
Q2 		$1.61M Buy
22,542
+1,342
+6% +$98.6K 0.02% 272
2017
Q1 		$1.63M Sell
21,200
-3,194
-13% -$248K 0.02% 271
2016
Q4 		$1.84M Sell
24,394
-2,700
-10% -$189K 0.03% 261
2016
Q3 		$1.92M Hold
27,094
– – 0.03% 259
2016
Q2 		$2.06M Sell
27,094
-8,188
-23% -$581K 0.03% 252
2016
Q1 		$2.41M Sell
35,282
-8,100
-19% -$530K 0.04% 243
2015
Q4 		$2.95M Sell
43,382
-6,200
-13% -$402K 0.04% 247
2015
Q3 		$2.98M Sell
49,582
-10,400
-17% -$710K 0.04% 258
2015
Q2 		$4.4M Buy
59,982
+16,000
+36% +$1.28M 0.05% 252
2015
Q1 		$3.37M Buy
+43,982
New +$3.51M 0.04% 266

Other funds holding MMP

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 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 $6.22B AUM 18.97% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return