BCWM
MMP

Bartlett & Co Wealth Management’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Bartlett & Co 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
2021
Q4 		– Sell
-4,274
Closed -$195K – 931
2021
Q3 		$195K Hold
4,274
– – ﹤0.01% 338
2021
Q2 		$209K Hold
4,274
– – ﹤0.01% 328
2021
Q1 		$185K Sell
4,274
-91
-2% -$3.98K ﹤0.01% 335
2020
Q4 		$185K Buy
4,365
+91
+2% +$3.63K ﹤0.01% 336
2020
Q3 		$146K Sell
4,274
-340
-7% -$13.5K ﹤0.01% 335
2020
Q2 		$199K Hold
4,614
– – 0.01% 310
2020
Q1 		$168K Sell
4,614
-2,250
-33% -$121K 0.01% 308
2019
Q4 		$432K Sell
6,864
-991
-13% -$61.7K 0.01% 269
2019
Q3 		$521K Sell
7,855
-1,153
-13% -$75.9K 0.01% 249
2019
Q2 		$577K Buy
9,008
+8
+0.1% +$497 0.02% 194
2019
Q1 		$546K Buy
9,000
+8
+0.1% +$483 0.02% 196
2018
Q4 		$513K Buy
8,992
+7
+0.1% +$432 0.02% 195
2018
Q3 		$608K Buy
8,985
+806
+10% +$55.9K 0.02% 193
2018
Q2 		$565K Buy
8,179
+6
+0.1% +$403 0.02% 195
2018
Q1 		$477K Buy
+8,173
New +$549K 0.02% 200

Other funds holding MMP

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
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

Bartlett & Co Wealth Management's MMP Position: Q4 2021 in Review

Bartlett & Co Wealth Management sold out of Magellan Midstream Partners, L.P. (MMP) in Q4 2021, closing a stake of 4,274 shares — an estimated $195K sold.

Bartlett & Co Wealth Management first reported a position in MMP in Q1 2018 and held it in 15 quarters. The position peaked at $608K in Q3 2018. 609 funds tracked by Wall St. Rank hold MMP as of Q4 2021.

  • Bartlett & Co Wealth Management reported no remaining Magellan Midstream Partners, L.P. position as of Q4 2021 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 4,274 Magellan Midstream Partners, L.P. shares in Q4 2021, an estimated $195K.
  • Bartlett & Co Wealth Management first reported a position in Magellan Midstream Partners, L.P. in Q1 2018 and held it in 15 quarters.
  • Bartlett & Co Wealth Management's Magellan Midstream Partners, L.P. position peaked at $608K in Q3 2018.
  • 609 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q4 2021.

Based on Bartlett & Co Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2024.