WA
MMP

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

Waverly 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
Q4 		– Sell
-2,983
Closed -$202K – 201
2018
Q3 		$202K Buy
+2,983
New +$207K 0.03% 180
2018
Q1 		– Sell
-2,928
Closed -$208K – 367
2017
Q4 		$208K Buy
+2,928
New +$200K 0.03% 226

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 $871B 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Waverly Advisors's MMP Position: Q4 2018 in Review

Waverly Advisors sold out of Magellan Midstream Partners, L.P. (MMP) in Q4 2018, closing a stake of 2,983 shares — an estimated $202K sold.

Waverly Advisors first reported a position in MMP in Q4 2017 and held it in 2 quarters. The position peaked at $208K in Q4 2017. 624 funds tracked by Wall St. Rank hold MMP as of Q4 2018.

  • Waverly Advisors reported no remaining Magellan Midstream Partners, L.P. position as of Q4 2018 after selling out during the quarter.
  • Waverly Advisors sold 2,983 Magellan Midstream Partners, L.P. shares in Q4 2018, an estimated $202K.
  • Waverly Advisors first reported a position in Magellan Midstream Partners, L.P. in Q4 2017 and held it in 2 quarters.
  • Waverly Advisors's Magellan Midstream Partners, L.P. position peaked at $208K in Q4 2017.
  • 624 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q4 2018.

Based on Waverly Advisors's 13F filing for Q4 2018, filed 13 Feb 2019.