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

Baystate 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 Q2	–	Sell	-1,038	Closed	-$38K	–	762
2020 Q1	$38K	Hold	1,038	–	–	0.01%	217
2019 Q4	$65K	Hold	1,038	–	–	0.01%	201
2019 Q3	$69K	Sell	1,038 -95	-8%	-$6.25K	0.01%	184
2019 Q2	$73K	Buy	1,133 +95	+9%	+$5.9K	0.01%	177
2019 Q1	$64K	Hold	1,038	–	–	0.01%	186
2018 Q4	$65K	Hold	1,038	–	–	0.01%	177
2018 Q3	$69K	Buy	1,038 +13	+1%	+$902	0.01%	163
2018 Q2	$70K	Buy	1,025 +14	+1%	+$941	0.01%	158
2018 Q1	$68K	Hold	1,011	–	–	0.01%	163
2017 Q4	$75K	Hold	1,011	–	–	0.01%	162
2017 Q3	$71K	Hold	1,011	–	–	0.01%	154
2017 Q2	$72K	Buy	1,011 +11	+1%	+$808	0.01%	145
2017 Q1	$77K	Buy	+1,000	New	+$77.6K	0.01%	142

Other funds holding MMP

TCA

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

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

Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 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

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

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

EIP

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

CCM

Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

Baystate Wealth Management's MMP Position: Q2 2020 in Review

Baystate Wealth Management sold out of Magellan Midstream Partners, L.P. (MMP) in Q2 2020, closing a stake of 1,038 shares — an estimated $38K sold.

Baystate Wealth Management first reported a position in MMP in Q1 2017 and held it in 13 quarters. The position peaked at $77K in Q1 2017. 554 funds tracked by Wall St. Rank hold MMP as of Q2 2020.

Baystate Wealth Management reported no remaining Magellan Midstream Partners, L.P. position as of Q2 2020 after selling out during the quarter.
Baystate Wealth Management sold 1,038 Magellan Midstream Partners, L.P. shares in Q2 2020, an estimated $38K.
Baystate Wealth Management first reported a position in Magellan Midstream Partners, L.P. in Q1 2017 and held it in 13 quarters.
Baystate Wealth Management's Magellan Midstream Partners, L.P. position peaked at $77K in Q1 2017.
554 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q2 2020.

Based on Baystate Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.