WA
MMP

WealthTrust-Arizona’s Magellan Midstream Partners, L.P. MMP Stock Holding History

WealthTrust-Arizona’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
2014
Q2 		– Sell
-500
Closed -$35K – 721
2014
Q1 		$35K Buy
+500
New +$33.3K 0.04% 207

Other funds holding MMP

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

WealthTrust-Arizona's MMP Position: Q2 2014 in Review

WealthTrust-Arizona sold out of Magellan Midstream Partners, L.P. (MMP) in Q2 2014, closing a stake of 500 shares — an estimated $35K sold.

WealthTrust-Arizona first reported a position in MMP in Q1 2014 and held it in 1 quarter. The position peaked at $35K in Q1 2014. 496 funds tracked by Wall St. Rank hold MMP as of Q2 2014.

  • WealthTrust-Arizona reported no remaining Magellan Midstream Partners, L.P. position as of Q2 2014 after selling out during the quarter.
  • WealthTrust-Arizona sold 500 Magellan Midstream Partners, L.P. shares in Q2 2014, an estimated $35K.
  • WealthTrust-Arizona first reported a position in Magellan Midstream Partners, L.P. in Q1 2014 and held it in 1 quarter.
  • WealthTrust-Arizona's Magellan Midstream Partners, L.P. position peaked at $35K in Q1 2014.
  • 496 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q2 2014.

Based on WealthTrust-Arizona's 13F filing for Q2 2014, filed 22 Jul 2014.