Beaumont Financial Advisors’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Beaumont Financial Advisors’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	-4,614	Closed	-$306K	–	300
2019 Q3	$306K	Buy	4,614 +800	+21%	+$52.7K	0.03%	217
2019 Q2	$244K	Sell	3,814 -1,170	-23%	-$72.6K	0.03%	215
2019 Q1	$302K	Hold	4,984	–	–	0.03%	186
2018 Q4	$284K	Hold	4,984	–	–	0.05%	160
2018 Q3	$338K	Buy	4,984 +75	+2%	+$5.21K	0.03%	175
2018 Q2	$339K	Buy	4,909 +583	+13%	+$39.2K	0.04%	157
2018 Q1	$252K	Buy	+4,326	New	+$290K	0.03%	182

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

Beaumont Financial Advisors's MMP Position: Q4 2019 in Review

Beaumont Financial Advisors sold out of Magellan Midstream Partners, L.P. (MMP) in Q4 2019, closing a stake of 4,614 shares — an estimated $306K sold.

Beaumont Financial Advisors first reported a position in MMP in Q1 2018 and held it in 7 quarters. The position peaked at $339K in Q2 2018. 656 funds tracked by Wall St. Rank hold MMP as of Q4 2019.

Beaumont Financial Advisors reported no remaining Magellan Midstream Partners, L.P. position as of Q4 2019 after selling out during the quarter.
Beaumont Financial Advisors sold 4,614 Magellan Midstream Partners, L.P. shares in Q4 2019, an estimated $306K.
Beaumont Financial Advisors first reported a position in Magellan Midstream Partners, L.P. in Q1 2018 and held it in 7 quarters.
Beaumont Financial Advisors's Magellan Midstream Partners, L.P. position peaked at $339K in Q2 2018.
656 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q4 2019.

Based on Beaumont Financial Advisors's 13F filing for Q4 2019, filed 6 Feb 2020.