AWM
MMP

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

Avior 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
2020
Q4 		– Sell
-11,373
Closed -$388K – 1104
2020
Q3 		$388K Buy
11,373
+517
+5% +$20.5K 0.06% 288
2020
Q2 		$468K Hold
10,856
– – 0.07% 245
2020
Q1 		$395K Sell
10,856
-130
-1% -$6.98K 0.08% 231
2019
Q4 		$689K Sell
10,986
-413
-4% -$25.7K 0.11% 187
2019
Q3 		$755K Buy
11,399
+348
+3% +$22.9K 0.13% 157
2019
Q2 		$707K Hold
11,051
– – 0.13% 161
2019
Q1 		$669K Sell
11,051
-27
-0.2% -$1.63K 0.14% 156
2018
Q4 		$629K Sell
11,078
-219
-2% -$13.5K 0.15% 138
2018
Q3 		$765K Buy
11,297
+459
+4% +$31.9K 0.16% 125
2018
Q2 		$749K Hold
10,838
– – 0.17% 124
2018
Q1 		$632K Buy
10,838
+377
+4% +$25.3K 0.15% 139
2017
Q4 		$742K Buy
10,461
+7,631
+270% +$520K 0.17% 128
2017
Q3 		$201K Buy
2,830
+29
+1% +$2K 0.07% 136
2017
Q2 		$200K Sell
2,801
-50
-2% -$3.67K 0.08% 117
2017
Q1 		$219K Sell
2,851
-635
-18% -$49.3K 0.07% 143
2016
Q4 		$263K Sell
3,486
-9
-0.3% -$630 0.1% 126
2016
Q3 		$247K Buy
3,495
+28
+0.8% +$2K 0.1% 128
2016
Q2 		$264K Hold
3,467
– – 0.11% 120
2016
Q1 		$239K Sell
3,467
-39
-1% -$2.55K 0.11% 117
2015
Q4 		$238K Sell
3,506
-70
-2% -$4.54K 0.13% 107
2015
Q3 		$215K Buy
3,576
+2,580
+259% +$176K 0.13% 109
2015
Q2 		$73K Buy
996
+596
+149% +$47.8K 0.06% 115
2015
Q1 		$31K Hold
400
– – 0.02% 170
2014
Q4 		$33K Hold
400
– – 0.03% 158
2014
Q3 		$34K Hold
400
– – 0.03% 154
2014
Q2 		$34K Hold
400
– – 0.03% 157
2014
Q1 		$28K Buy
+400
New +$26.6K 0.02% 171

Other funds holding MMP

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Avior Wealth Management's MMP Position: Q4 2020 in Review

Avior Wealth Management sold out of Magellan Midstream Partners, L.P. (MMP) in Q4 2020, closing a stake of 11,373 shares — an estimated $388K sold.

Avior Wealth Management first reported a position in MMP in Q1 2014 and held it in 27 quarters. The position peaked at $765K in Q3 2018. 577 funds tracked by Wall St. Rank hold MMP as of Q4 2020.

  • Avior Wealth Management reported no remaining Magellan Midstream Partners, L.P. position as of Q4 2020 after selling out during the quarter.
  • Avior Wealth Management sold 11,373 Magellan Midstream Partners, L.P. shares in Q4 2020, an estimated $388K.
  • Avior Wealth Management first reported a position in Magellan Midstream Partners, L.P. in Q1 2014 and held it in 27 quarters.
  • Avior Wealth Management's Magellan Midstream Partners, L.P. position peaked at $765K in Q3 2018.
  • 577 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q4 2020.

Based on Avior Wealth Management's 13F filing for Q4 2020, filed 9 Feb 2021.