AWA
MMP

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

Arkadios Wealth Advisors’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 		– Sell
-32
Closed -$1K – 1882
2021
Q3 		$1K Sell
32
-1,931
-98% -$91.8K ﹤0.01% 1844
2021
Q2 		$96K Sell
1,963
-126
-6% -$6.11K 0.01% 728
2021
Q1 		$90K Buy
2,089
+1,534
+276% +$67.1K 0.01% 557
2020
Q4 		$23K Buy
555
+505
+1,010% +$20.1K ﹤0.01% 723
2020
Q3 		$1.84K Buy
+50
New +$1.98K ﹤0.01% 944

Other funds holding MMP

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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
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

Arkadios Wealth Advisors's MMP Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Magellan Midstream Partners, L.P. (MMP) in Q4 2021, closing a stake of 32 shares — an estimated $1K sold.

Arkadios Wealth Advisors first reported a position in MMP in Q3 2020 and held it in 5 quarters. The position peaked at $96K in Q2 2021. 609 funds tracked by Wall St. Rank hold MMP as of Q4 2021.

  • Arkadios Wealth Advisors reported no remaining Magellan Midstream Partners, L.P. position as of Q4 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 32 Magellan Midstream Partners, L.P. shares in Q4 2021, an estimated $1K.
  • Arkadios Wealth Advisors first reported a position in Magellan Midstream Partners, L.P. in Q3 2020 and held it in 5 quarters.
  • Arkadios Wealth Advisors's Magellan Midstream Partners, L.P. position peaked at $96K in Q2 2021.
  • 609 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.