YWP
MMP

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

YorkBridge Wealth 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
2017
Q4 		– Sell
-168
Closed -$12K – 919
2017
Q3 		$12K Hold
168
– – 0.01% 619
2017
Q2 		$12K Sell
168
-134
-44% -$9.84K 0.01% 608
2017
Q1 		$22K Sell
302
-118
-28% -$9.15K 0.01% 491
2016
Q4 		$29K Buy
+420
New +$29.4K 0.02% 419

Other funds holding MMP

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

YorkBridge Wealth Partners's MMP Position: Q4 2017 in Review

YorkBridge Wealth Partners sold out of Magellan Midstream Partners, L.P. (MMP) in Q4 2017, closing a stake of 168 shares — an estimated $12K sold.

YorkBridge Wealth Partners first reported a position in MMP in Q4 2016 and held it in 4 quarters. The position peaked at $29K in Q4 2016. 644 funds tracked by Wall St. Rank hold MMP as of Q4 2017.

  • YorkBridge Wealth Partners reported no remaining Magellan Midstream Partners, L.P. position as of Q4 2017 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 168 Magellan Midstream Partners, L.P. shares in Q4 2017, an estimated $12K.
  • YorkBridge Wealth Partners first reported a position in Magellan Midstream Partners, L.P. in Q4 2016 and held it in 4 quarters.
  • YorkBridge Wealth Partners's Magellan Midstream Partners, L.P. position peaked at $29K in Q4 2016.
  • 644 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q4 2017.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2017, filed 12 Feb 2018.