AI
MMP

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

Atria Investments’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
Q4 		– Sell
-3,407
Closed -$226K – 1247
2019
Q3 		$226K Sell
3,407
-66
-2% -$4.34K 0.01% 807
2019
Q2 		$228K Sell
3,473
-275
-7% -$17.1K 0.01% 855
2019
Q1 		$227K Sell
3,748
-113
-3% -$6.83K 0.01% 819
2018
Q4 		$220K Sell
3,861
-470
-11% -$29K 0.01% 778
2018
Q3 		$293K Buy
+4,331
New +$301K 0.01% 777

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 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
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Atria Investments's MMP Position: Q4 2019 in Review

Atria Investments sold out of Magellan Midstream Partners, L.P. (MMP) in Q4 2019, closing a stake of 3,407 shares — an estimated $226K sold.

Atria Investments first reported a position in MMP in Q3 2018 and held it in 5 quarters. The position peaked at $293K in Q3 2018. 656 funds tracked by Wall St. Rank hold MMP as of Q4 2019.

  • Atria Investments reported no remaining Magellan Midstream Partners, L.P. position as of Q4 2019 after selling out during the quarter.
  • Atria Investments sold 3,407 Magellan Midstream Partners, L.P. shares in Q4 2019, an estimated $226K.
  • Atria Investments first reported a position in Magellan Midstream Partners, L.P. in Q3 2018 and held it in 5 quarters.
  • Atria Investments's Magellan Midstream Partners, L.P. position peaked at $293K in Q3 2018.
  • 656 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q4 2019.

Based on Atria Investments's 13F filing for Q4 2019, filed 11 Feb 2020.