Berman Capital Advisors’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Berman Capital 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
2021 Q3	$80K	Hold	1,765	–	–	0.01%	510
2021 Q2	$86K	Hold	1,765	–	–	0.01%	425
2021 Q1	$76K	Hold	1,765	–	–	0.02%	364
2020 Q4	$74K	Hold	1,765	–	–	0.02%	312
2020 Q3	$60K	Hold	1,765	–	–	0.02%	305
2020 Q2	$76K	Sell	1,765 -618	-26%	-$26.1K	0.02%	265
2020 Q1	$86K	Buy	2,383 +288	+14%	+$15.5K	0.03%	219
2019 Q4	$131K	Sell	2,095 -122	-6%	-$7.6K	0.04%	187
2019 Q3	$146K	Sell	2,217 -25	-1%	-$1.65K	0.05%	164
2019 Q2	$142K	Buy	2,242 +291	+15%	+$18.1K	0.05%	168
2019 Q1	$118K	Buy	1,951 +50	+3%	+$3.02K	0.04%	173
2018 Q4	$107K	Buy	+1,901	New	+$117K	0.04%	168

Other funds holding MMP

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

Berman Capital Advisors's MMP Position: Q3 2021 in Review

Berman Capital Advisors held its Magellan Midstream Partners, L.P. (MMP) position steady in Q3 2021 at 1,765 shares worth $80K. The position accounts for 0.01% of the portfolio, ranked #510.

Berman Capital Advisors first reported a position in MMP in Q4 2018 and has held it in 12 quarters since. The position peaked at $146K in Q3 2019. 580 funds tracked by Wall St. Rank hold MMP as of Q3 2021.

Berman Capital Advisors held 1,765 shares of Magellan Midstream Partners, L.P. worth $80K as of Q3 2021.
Berman Capital Advisors left its Magellan Midstream Partners, L.P. share count unchanged in Q3 2021.
Magellan Midstream Partners, L.P. made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #510 holding.
Berman Capital Advisors first reported a position in Magellan Midstream Partners, L.P. in Q4 2018 and has held it in 12 quarters since.
Berman Capital Advisors's Magellan Midstream Partners, L.P. position peaked at $146K in Q3 2019.
580 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.