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

Tortoise Capital Advisors
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
ALPS Advisors
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
OppenheimerFunds
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 $786B AUM 40.34% 1-Year Est. Return
Kayne Anderson Capital Advisors
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Miller Howard Investments
Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 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.