Atwood & Palmer’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Atwood & Palmer’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
2023 Q1	–	Sell	-1,050	Closed	-$52.7K	–	397
2022 Q4	$52.7K	Hold	1,050	–	–	﹤0.01%	210
2022 Q3	$50K	Hold	1,050	–	–	0.01%	198
2022 Q2	$50K	Hold	1,050	–	–	﹤0.01%	210
2022 Q1	$52K	Hold	1,050	–	–	﹤0.01%	217
2021 Q4	$49K	Buy	+1,050	New	+$49.6K	﹤0.01%	234
2020 Q2	–	Sell	-300	Closed	-$11K	–	331
2020 Q1	$11K	Buy	+300	New	+$16.1K	﹤0.01%	250
2018 Q4	–	Sell	-334	Closed	-$23K	–	335
2018 Q3	$23K	Hold	334	–	–	﹤0.01%	221
2018 Q2	$23K	Sell	334 -433	-56%	-$29.1K	﹤0.01%	227
2018 Q1	$45K	Sell	767 -833	-52%	-$55.9K	0.01%	183
2017 Q4	$114K	Hold	1,600	–	–	0.02%	149
2017 Q3	$114K	Hold	1,600	–	–	0.02%	146
2017 Q2	$114K	Hold	1,600	–	–	0.02%	145
2017 Q1	$123K	Hold	1,600	–	–	0.02%	137
2016 Q4	$121K	Hold	1,600	–	–	0.02%	130
2016 Q3	$113K	Hold	1,600	–	–	0.02%	138
2016 Q2	$122K	Hold	1,600	–	–	0.02%	137
2016 Q1	$110K	Hold	1,600	–	–	0.02%	138
2015 Q4	$109K	Sell	1,600 -200	-11%	-$13K	0.02%	154
2015 Q3	$108K	Hold	1,800	–	–	0.02%	149
2015 Q2	$132K	Hold	1,800	–	–	0.02%	143
2015 Q1	$138K	Hold	1,800	–	–	0.02%	139
2014 Q4	$149K	Hold	1,800	–	–	0.03%	145
2014 Q3	$152K	Hold	1,800	–	–	0.03%	144
2014 Q2	$151K	Buy	+1,800	New	+$141K	0.04%	131

Other funds holding MMP

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

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Atwood & Palmer's MMP Position: Q1 2023 in Review

Atwood & Palmer sold out of Magellan Midstream Partners, L.P. (MMP) in Q1 2023, closing a stake of 1,050 shares — an estimated $52.7K sold.

Atwood & Palmer first reported a position in MMP in Q2 2014 and held it in 24 quarters. The position peaked at $152K in Q3 2014. 618 funds tracked by Wall St. Rank hold MMP as of Q1 2023.

Atwood & Palmer reported no remaining Magellan Midstream Partners, L.P. position as of Q1 2023 after selling out during the quarter.
Atwood & Palmer sold 1,050 Magellan Midstream Partners, L.P. shares in Q1 2023, an estimated $52.7K.
Atwood & Palmer first reported a position in Magellan Midstream Partners, L.P. in Q2 2014 and held it in 24 quarters.
Atwood & Palmer's Magellan Midstream Partners, L.P. position peaked at $152K in Q3 2014.
618 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q1 2023.

Based on Atwood & Palmer's 13F filing for Q1 2023, filed 21 Apr 2023.