Avantax Planning Partners’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Avantax Planning Partners’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	-5,918	Closed	-$392K	–	322
2019 Q3	$392K	Buy	5,918 +848	+17%	+$55.8K	0.02%	202
2019 Q2	$328K	Hold	5,070	–	–	0.02%	222
2019 Q1	$307K	Hold	5,070	–	–	0.02%	227
2018 Q4	$289K	Buy	5,070 +230	+5%	+$14.2K	0.02%	206
2018 Q3	$328K	Hold	4,840	–	–	0.03%	186
2018 Q2	$334K	Buy	4,840 +1,770	+58%	+$119K	0.03%	167
2018 Q1	$179K	Hold	3,070	–	–	0.02%	314
2017 Q4	$218K	Hold	3,070	–	–	0.02%	283
2017 Q3	$218K	Sell	3,070 -239	-7%	-$16.5K	0.02%	347
2017 Q2	$236K	Buy	3,309 +224	+7%	+$16.5K	0.02%	303
2017 Q1	$237K	Hold	3,085	–	–	0.02%	281
2016 Q4	$233K	Buy	+3,085	New	+$216K	0.02%	272

Other funds holding MMP

TCA

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

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

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

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

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

Avantax Planning Partners's MMP Position: Q4 2019 in Review

Avantax Planning Partners sold out of Magellan Midstream Partners, L.P. (MMP) in Q4 2019, closing a stake of 5,918 shares — an estimated $392K sold.

Avantax Planning Partners first reported a position in MMP in Q4 2016 and held it in 12 quarters. The position peaked at $392K in Q3 2019. 656 funds tracked by Wall St. Rank hold MMP as of Q4 2019.

Avantax Planning Partners reported no remaining Magellan Midstream Partners, L.P. position as of Q4 2019 after selling out during the quarter.
Avantax Planning Partners sold 5,918 Magellan Midstream Partners, L.P. shares in Q4 2019, an estimated $392K.
Avantax Planning Partners first reported a position in Magellan Midstream Partners, L.P. in Q4 2016 and held it in 12 quarters.
Avantax Planning Partners's Magellan Midstream Partners, L.P. position peaked at $392K in Q3 2019.
656 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q4 2019.

Based on Avantax Planning Partners's 13F filing for Q4 2019, filed 15 Jan 2020.