AR
MMP

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

Advisory Research’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
2019
Q3 		– Sell
-3,247,015
Closed -$208M – 381
2019
Q2 		$208M Sell
3,247,015
-180,674
-5% -$11.2M 4.09% 3
2019
Q1 		$208M Buy
3,427,689
+914,920
+36% +$55.3M 4.01% 3
2018
Q4 		$143M Sell
2,512,769
-157,672
-6% -$9.74M 3.04% 6
2018
Q3 		$181M Buy
2,670,441
+286,070
+12% +$19.9M 2.96% 10
2018
Q2 		$165M Buy
2,384,371
+856,223
+56% +$57.5M 2.64% 10
2018
Q1 		$89.2M Sell
1,528,148
-14,780
-1% -$992K 1.6% 12
2017
Q4 		$109M Sell
1,542,928
-10,836
-0.7% -$738K 1.81% 10
2017
Q3 		$110M Sell
1,553,764
-243,720
-14% -$16.8M 1.76% 12
2017
Q2 		$128M Sell
1,797,484
-4,190
-0.2% -$308K 2.02% 10
2017
Q1 		$139M Sell
1,801,674
-446,446
-20% -$34.6M 2.04% 11
2016
Q4 		$170M Sell
2,248,120
-5,759
-0.3% -$403K 2.53% 9
2016
Q3 		$159M Sell
2,253,879
-32,410
-1% -$2.31M 2.59% 8
2016
Q2 		$174M Buy
2,286,289
+1,022,060
+81% +$72.5M 2.99% 6
2016
Q1 		$87M Sell
1,264,229
-525,905
-29% -$34.4M 1.64% 15
2015
Q4 		$122M Sell
1,790,134
-250,070
-12% -$16.2M 1.84% 11
2015
Q3 		$123M Sell
2,040,204
-1,151,020
-36% -$78.6M 1.75% 11
2015
Q2 		$234M Sell
3,191,224
-78,205
-2% -$6.28M 2.66% 5
2015
Q1 		$251M Buy
3,269,429
+37,335
+1% +$2.98M 2.74% 5
2014
Q4 		$267M Buy
3,232,094
+607,167
+23% +$49.6M 2.78% 5
2014
Q3 		$221M Buy
2,624,927
+290,853
+12% +$24.2M 2.14% 6
2014
Q2 		$196M Sell
2,334,074
-25,038
-1% -$1.96M 1.82% 9
2014
Q1 		$165M Buy
2,359,112
+820
+0% +$54.6K 1.7% 11
2013
Q4 		$149M Hold
2,358,292
– – 1.54% 15
2013
Q3 		$133M Buy
2,358,292
+181,645
+8% +$9.98M 1.43% 14
2013
Q2 		$119M Buy
+2,176,647
New +$114M 1.34% 15

Other funds holding MMP

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 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
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Advisory Research's MMP Position: Q3 2019 in Review

Advisory Research sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2019, closing a stake of 3,247,015 shares — an estimated $208M sold.

Advisory Research first reported a position in MMP in Q2 2013 and held it in 25 quarters. The position peaked at $267M in Q4 2014. 643 funds tracked by Wall St. Rank hold MMP as of Q3 2019.

  • Advisory Research reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2019 after selling out during the quarter.
  • Advisory Research sold 3,247,015 Magellan Midstream Partners, L.P. shares in Q3 2019, an estimated $208M.
  • Advisory Research first reported a position in Magellan Midstream Partners, L.P. in Q2 2013 and held it in 25 quarters.
  • Advisory Research's Magellan Midstream Partners, L.P. position peaked at $267M in Q4 2014.
  • 643 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2019.

Based on Advisory Research's 13F filing for Q3 2019, filed 12 Nov 2019.