Burt Wealth Advisors’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Burt Wealth 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	-50	Closed	-$3K	–	350
2019 Q3	$3K	Buy	+50	New	+$3.29K	﹤0.01%	313
2019 Q2	–	Hold	0	–	–	–	295
2019 Q1	–	Hold	0	–	–	–	300
2018 Q4	–	Hold	0	–	–	–	305
2016 Q2	–	Sell	-300	Closed	-$21K	–	573
2016 Q1	$21K	Buy	+300	New	+$19.6K	0.02%	244

Other funds holding MMP

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

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

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

Burt Wealth Advisors's MMP Position: Q4 2019 in Review

Burt Wealth Advisors sold out of Magellan Midstream Partners, L.P. (MMP) in Q4 2019, closing a stake of 50 shares — an estimated $3K sold.

Burt Wealth Advisors first reported a position in MMP in Q1 2016 and held it in 2 quarters. The position peaked at $21K in Q1 2016. 656 funds tracked by Wall St. Rank hold MMP as of Q4 2019.

Burt Wealth Advisors reported no remaining Magellan Midstream Partners, L.P. position as of Q4 2019 after selling out during the quarter.
Burt Wealth Advisors sold 50 Magellan Midstream Partners, L.P. shares in Q4 2019, an estimated $3K.
Burt Wealth Advisors first reported a position in Magellan Midstream Partners, L.P. in Q1 2016 and held it in 2 quarters.
Burt Wealth Advisors's Magellan Midstream Partners, L.P. position peaked at $21K in Q1 2016.
656 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q4 2019.

Based on Burt Wealth Advisors's 13F filing for Q4 2019, filed 29 Jan 2020.