WA
MMP

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

WFG 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 		$25K Buy
349
+86
+33% +$6.32K 0.01% 891
2017
Q1 		$20K Sell
263
-4,041
-94% -$313K 0.01% 890
2016
Q4 		$326K Sell
4,304
-246
-5% -$17.2K 0.08% 266
2016
Q3 		$322K Sell
4,550
-96
-2% -$6.85K 0.08% 248
2016
Q2 		$353K Buy
4,646
+4
+0.1% +$284 0.09% 212
2016
Q1 		$319K Sell
4,642
-1,944
-30% -$127K 0.09% 221
2015
Q4 		$447K Buy
6,586
+128
+2% +$8.3K 0.13% 179
2015
Q3 		$388K Sell
6,458
-41
-0.6% -$2.8K 0.12% 182
2015
Q2 		$477K Sell
6,499
-6,437
-50% -$517K 0.13% 172
2015
Q1 		$992K Sell
12,936
-8,123
-39% -$649K 0.28% 75
2014
Q4 		$1.74M Sell
21,059
-2,382
-10% -$195K 0.35% 51
2014
Q3 		$1.97M Sell
23,441
-2,332
-9% -$194K 0.38% 45
2014
Q2 		$2.17M Sell
25,773
-383
-1% -$30K 0.4% 45
2014
Q1 		$1.82M Sell
26,156
-10,982
-30% -$731K 0.37% 46
2013
Q4 		$2.35M Buy
37,138
+7,047
+23% +$421K 0.33% 56
2013
Q3 		$1.7M Buy
30,091
+3,402
+13% +$187K 0.26% 86
2013
Q2 		$1.46M Buy
+26,689
New +$1.4M 0.24% 104

Other funds holding MMP

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

WFG Advisors's MMP Position: Q2 2017 in Review

WFG Advisors increased its Magellan Midstream Partners, L.P. (MMP) stake by 33% in Q2 2017, buying an estimated $6.32K and bringing the position to 349 shares worth $25K. The position accounts for 0.01% of the portfolio, ranked #891.

WFG Advisors first reported a position in MMP in Q2 2013 and has held it in 17 quarters since. The position peaked at $2.35M in Q4 2013. 593 funds tracked by Wall St. Rank hold MMP as of Q2 2017.

  • WFG Advisors held 349 shares of Magellan Midstream Partners, L.P. worth $25K as of Q2 2017.
  • WFG Advisors bought 86 Magellan Midstream Partners, L.P. shares in Q2 2017, an estimated $6.32K.
  • Magellan Midstream Partners, L.P. made up 0.01% of WFG Advisors's portfolio in Q2 2017, its #891 holding.
  • WFG Advisors first reported a position in Magellan Midstream Partners, L.P. in Q2 2013 and has held it in 17 quarters since.
  • WFG Advisors's Magellan Midstream Partners, L.P. position peaked at $2.35M in Q4 2013.
  • 593 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.