WCBA
MMP

Weaver C. Barksdale & Associates’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Weaver C. Barksdale & Associates’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
2017
Q4 		$1.37M Sell
19,373
-81
-0.4% -$5.52K 1.44% 38
2017
Q3 		$1.38M Hold
19,454
– – 1.54% 37
2017
Q2 		$1.39M Buy
19,454
+575
+3% +$42.2K 1.62% 28
2017
Q1 		$1.45M Buy
18,879
+5,296
+39% +$411K 1.71% 12
2016
Q4 		$1.03M Hold
13,583
– – 1.66% 11
2016
Q3 		$961K Buy
13,583
+932
+7% +$66.5K 1.61% 18
2016
Q2 		$961K Hold
12,651
– – 1.67% 16
2016
Q1 		$870K Buy
+12,651
New +$827K 0.65% 53

Other funds holding MMP

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

Weaver C. Barksdale & Associates's MMP Position: Q4 2017 in Review

Weaver C. Barksdale & Associates reduced its Magellan Midstream Partners, L.P. (MMP) stake by 0.42% in Q4 2017, selling an estimated $5.52K and leaving 19,373 shares worth $1.37M. The position accounts for 1.44% of the portfolio, ranked #38.

Weaver C. Barksdale & Associates first reported a position in MMP in Q1 2016 and has held it in 8 quarters since. The position peaked at $1.45M in Q1 2017. 644 funds tracked by Wall St. Rank hold MMP as of Q4 2017.

  • Weaver C. Barksdale & Associates held 19,373 shares of Magellan Midstream Partners, L.P. worth $1.37M as of Q4 2017.
  • Weaver C. Barksdale & Associates sold 81 Magellan Midstream Partners, L.P. shares in Q4 2017, an estimated $5.52K.
  • Magellan Midstream Partners, L.P. made up 1.44% of Weaver C. Barksdale & Associates's portfolio in Q4 2017, its #38 holding.
  • Weaver C. Barksdale & Associates first reported a position in Magellan Midstream Partners, L.P. in Q1 2016 and has held it in 8 quarters since.
  • Weaver C. Barksdale & Associates's Magellan Midstream Partners, L.P. position peaked at $1.45M in Q1 2017.
  • 644 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q4 2017.

Based on Weaver C. Barksdale & Associates's 13F filing for Q4 2017, filed 10 Jan 2018.