WWM
MMP

Willingdon Wealth Management’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Willingdon Wealth Management’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
2016
Q1 		– Sell
-7,699
Closed -$523K – 119
2015
Q4 		$523K Buy
+7,699
New +$499K 0.48% 68

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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MHI
Miller Howard Investments Kingston, New York $3.66B AUM 20.05% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Willingdon Wealth Management's MMP Position: Q1 2016 in Review

Willingdon Wealth Management sold out of Magellan Midstream Partners, L.P. (MMP) in Q1 2016, closing a stake of 7,699 shares — an estimated $523K sold.

Willingdon Wealth Management first reported a position in MMP in Q4 2015 and held it in 1 quarter. The position peaked at $523K in Q4 2015. 557 funds tracked by Wall St. Rank hold MMP as of Q1 2016.

  • Willingdon Wealth Management reported no remaining Magellan Midstream Partners, L.P. position as of Q1 2016 after selling out during the quarter.
  • Willingdon Wealth Management sold 7,699 Magellan Midstream Partners, L.P. shares in Q1 2016, an estimated $523K.
  • Willingdon Wealth Management first reported a position in Magellan Midstream Partners, L.P. in Q4 2015 and held it in 1 quarter.
  • Willingdon Wealth Management's Magellan Midstream Partners, L.P. position peaked at $523K in Q4 2015.
  • 557 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q1 2016.

Based on Willingdon Wealth Management's 13F filing for Q1 2016, filed 9 May 2016.