WIL
MMP

Winifred I. Li’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Winifred I. Li’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
2014
Q4 		$380K Hold
4,592
– – 0.36% 78
2014
Q3 		$387K Hold
4,592
– – 0.37% 81
2014
Q2 		$386K Hold
4,592
– – 0.33% 92
2014
Q1 		$320K Hold
4,592
– – 0.28% 102
2013
Q4 		$291K Hold
4,592
– – 0.25% 109
2013
Q3 		$259K Hold
4,592
– – 0.24% 110
2013
Q2 		$250K Buy
+4,592
New +$241K 0.23% 109

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 23.41% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Winifred I. Li's MMP Position: Q4 2014 in Review

Winifred I. Li held its Magellan Midstream Partners, L.P. (MMP) position steady in Q4 2014 at 4,592 shares worth $380K. The position accounts for 0.36% of the portfolio, ranked #78.

Winifred I. Li first reported a position in MMP in Q2 2013 and has held it in 7 quarters since. The position peaked at $387K in Q3 2014. 522 funds tracked by Wall St. Rank hold MMP as of Q4 2014.

  • Winifred I. Li held 4,592 shares of Magellan Midstream Partners, L.P. worth $380K as of Q4 2014.
  • Winifred I. Li left its Magellan Midstream Partners, L.P. share count unchanged in Q4 2014.
  • Magellan Midstream Partners, L.P. made up 0.36% of Winifred I. Li's portfolio in Q4 2014, its #78 holding.
  • Winifred I. Li first reported a position in Magellan Midstream Partners, L.P. in Q2 2013 and has held it in 7 quarters since.
  • Winifred I. Li's Magellan Midstream Partners, L.P. position peaked at $387K in Q3 2014.
  • 522 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q4 2014.

Based on Winifred I. Li's 13F filing for Q4 2014, filed 19 Feb 2015.