CFW
MMP

CA Family Wealth’s Magellan Midstream Partners, L.P. MMP Stock Holding History

CA Family Wealth’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
Q1 		– Sell
-7,143
Closed -$449K – 137
2019
Q4 		$449K Buy
+7,143
New +$445K 0.3% 27

Other funds holding MMP

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

CA Family Wealth's MMP Position: Q1 2020 in Review

CA Family Wealth sold out of Magellan Midstream Partners, L.P. (MMP) in Q1 2020, closing a stake of 7,143 shares — an estimated $449K sold.

CA Family Wealth first reported a position in MMP in Q4 2019 and held it in 1 quarter. The position peaked at $449K in Q4 2019. 549 funds tracked by Wall St. Rank hold MMP as of Q1 2020.

  • CA Family Wealth reported no remaining Magellan Midstream Partners, L.P. position as of Q1 2020 after selling out during the quarter.
  • CA Family Wealth sold 7,143 Magellan Midstream Partners, L.P. shares in Q1 2020, an estimated $449K.
  • CA Family Wealth first reported a position in Magellan Midstream Partners, L.P. in Q4 2019 and held it in 1 quarter.
  • CA Family Wealth's Magellan Midstream Partners, L.P. position peaked at $449K in Q4 2019.
  • 549 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q1 2020.

Based on CA Family Wealth's 13F filing for Q1 2020, filed 11 May 2020.