WP
MMP

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

WMS Partners’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
2018
Q4 		– Sell
-3,100
Closed -$210K – 223
2018
Q3 		$210K Hold
3,100
– – 0.02% 209
2018
Q2 		$214K Sell
3,100
-960
-24% -$64.5K 0.02% 204
2018
Q1 		$237K Buy
4,060
+40
+1% +$2.69K 0.03% 192
2017
Q4 		$285K Sell
4,020
-445
-10% -$30.3K 0.03% 186
2017
Q3 		$317K Buy
4,465
+110
+3% +$7.59K 0.04% 167
2017
Q2 		$310K Hold
4,355
– – 0.04% 165
2017
Q1 		$335K Buy
4,355
+155
+4% +$12K 0.04% 150
2016
Q4 		$318K Hold
4,200
– – 0.04% 146
2016
Q3 		$297K Hold
4,200
– – 0.04% 153
2016
Q2 		$319K Sell
4,200
-400
-9% -$28.4K 0.04% 151
2016
Q1 		$316K Buy
4,600
+400
+10% +$26.2K 0.04% 153
2015
Q4 		$285K Hold
4,200
– – 0.04% 163
2015
Q3 		$252K Sell
4,200
-5,271
-56% -$360K 0.04% 172
2015
Q2 		$695K Hold
9,471
– – 0.08% 140
2015
Q1 		$727K Buy
9,471
+75
+0.8% +$5.99K 0.09% 132
2014
Q4 		$777K Buy
9,396
+6,196
+194% +$506K 0.12% 89
2014
Q3 		$269K Hold
3,200
– – 0.04% 205
2014
Q2 		$269K Hold
3,200
– – 0.04% 202
2014
Q1 		$223K Sell
3,200
-1,000
-24% -$66.5K 0.04% 224
2013
Q4 		$266K Buy
+4,200
New +$251K 0.04% 188

Other funds holding MMP

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

WMS Partners's MMP Position: Q4 2018 in Review

WMS Partners sold out of Magellan Midstream Partners, L.P. (MMP) in Q4 2018, closing a stake of 3,100 shares — an estimated $210K sold.

WMS Partners first reported a position in MMP in Q4 2013 and held it in 20 quarters. The position peaked at $777K in Q4 2014. 624 funds tracked by Wall St. Rank hold MMP as of Q4 2018.

  • WMS Partners reported no remaining Magellan Midstream Partners, L.P. position as of Q4 2018 after selling out during the quarter.
  • WMS Partners sold 3,100 Magellan Midstream Partners, L.P. shares in Q4 2018, an estimated $210K.
  • WMS Partners first reported a position in Magellan Midstream Partners, L.P. in Q4 2013 and held it in 20 quarters.
  • WMS Partners's Magellan Midstream Partners, L.P. position peaked at $777K in Q4 2014.
  • 624 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q4 2018.

Based on WMS Partners's 13F filing for Q4 2018, filed 14 Feb 2019.