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

Altavista 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
2021 Q4	$261K	Hold	5,620	–	–	0.05%	169
2021 Q3	$256K	Hold	5,620	–	–	0.06%	166
2021 Q2	$275K	Hold	5,620	–	–	0.06%	164
2021 Q1	$244K	Hold	5,620	–	–	0.06%	161
2020 Q4	$239K	Buy	+5,620	New	+$224K	0.06%	157
2020 Q3	–	Sell	-6,205	Closed	-$268K	–	174
2020 Q2	$268K	Sell	6,205 -210	-3%	-$8.87K	0.08%	141
2020 Q1	$234K	Buy	6,415 +1,170	+22%	+$62.8K	0.08%	142
2019 Q4	$330K	Buy	5,245 +795	+18%	+$49.5K	0.1%	134
2019 Q3	$295K	Hold	4,450	–	–	0.09%	138
2019 Q2	$285K	Hold	4,450	–	–	0.09%	132
2019 Q1	$270K	Buy	4,450 +210	+5%	+$12.7K	0.1%	131
2018 Q4	$242K	Hold	4,240	–	–	0.1%	133
2018 Q3	$287K	Hold	4,240	–	–	0.11%	128
2018 Q2	$293K	Hold	4,240	–	–	0.12%	122
2018 Q1	$247K	Hold	4,240	–	–	0.1%	131
2017 Q4	$301K	Hold	4,240	–	–	0.13%	122
2017 Q3	$301K	Hold	4,240	–	–	0.14%	106
2017 Q2	$302K	Hold	4,240	–	–	0.15%	106
2017 Q1	$326K	Hold	4,240	–	–	0.16%	95
2016 Q4	$321K	Hold	4,240	–	–	0.17%	94
2016 Q3	$300K	Hold	4,240	–	–	0.16%	100
2016 Q2	$322K	Buy	+4,240	New	+$301K	0.18%	98

Other funds holding MMP

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

Altavista Wealth Management's MMP Position: Q4 2021 in Review

Altavista Wealth Management held its Magellan Midstream Partners, L.P. (MMP) position steady in Q4 2021 at 5,620 shares worth $261K. The position accounts for 0.05% of the portfolio, ranked #169.

Altavista Wealth Management first reported a position in MMP in Q2 2016 and has held it in 22 quarters since. The position peaked at $330K in Q4 2019. 609 funds tracked by Wall St. Rank hold MMP as of Q4 2021.

Altavista Wealth Management held 5,620 shares of Magellan Midstream Partners, L.P. worth $261K as of Q4 2021.
Altavista Wealth Management left its Magellan Midstream Partners, L.P. share count unchanged in Q4 2021.
Magellan Midstream Partners, L.P. made up 0.05% of Altavista Wealth Management's portfolio in Q4 2021, its #169 holding.
Altavista Wealth Management first reported a position in Magellan Midstream Partners, L.P. in Q2 2016 and has held it in 22 quarters since.
Altavista Wealth Management's Magellan Midstream Partners, L.P. position peaked at $330K in Q4 2019.
609 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q4 2021.

Based on Altavista Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.