WCA
MMP

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

Westover Capital 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
2017
Q2 		– Sell
-39,631
Closed -$3.05M – 122
2017
Q1 		$3.05M Sell
39,631
-8,553
-18% -$663K 2.03% 15
2016
Q4 		$3.64M Sell
48,184
-186
-0.4% -$13K 2.61% 7
2016
Q3 		$3.42M Sell
48,370
-79
-0.2% -$5.63K 2.54% 10
2016
Q2 		$3.68M Buy
48,449
+29,430
+155% +$2.09M 3.02% 7
2016
Q1 		$1.31M Buy
+19,019
New +$1.24M 1.1% 34

Other funds holding MMP

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

Westover Capital Advisors's MMP Position: Q2 2017 in Review

Westover Capital Advisors sold out of Magellan Midstream Partners, L.P. (MMP) in Q2 2017, closing a stake of 39,631 shares — an estimated $3.05M sold.

Westover Capital Advisors first reported a position in MMP in Q1 2016 and held it in 5 quarters. The position peaked at $3.68M in Q2 2016. 593 funds tracked by Wall St. Rank hold MMP as of Q2 2017.

  • Westover Capital Advisors reported no remaining Magellan Midstream Partners, L.P. position as of Q2 2017 after selling out during the quarter.
  • Westover Capital Advisors sold 39,631 Magellan Midstream Partners, L.P. shares in Q2 2017, an estimated $3.05M.
  • Westover Capital Advisors first reported a position in Magellan Midstream Partners, L.P. in Q1 2016 and held it in 5 quarters.
  • Westover Capital Advisors's Magellan Midstream Partners, L.P. position peaked at $3.68M in Q2 2016.
  • 593 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q2 2017.

Based on Westover Capital Advisors's 13F filing for Q2 2017, filed 15 Aug 2017.