Caldwell Trust’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Caldwell Trust’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 Q4	–	Sell	-1,000	Closed	-$34.2K	–	736
2020 Q3	$34.2K	Hold	1,000	–	–	0.01%	455
2020 Q2	$43.2K	Hold	1,000	–	–	0.01%	430
2020 Q1	$36.5K	Hold	1,000	–	–	0.01%	452
2019 Q4	$62.9K	Buy	+1,000	New	+$62.3K	0.01%	425

Other funds holding MMP

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

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 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

EIP

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

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

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

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

Caldwell Trust's MMP Position: Q4 2020 in Review

Caldwell Trust sold out of Magellan Midstream Partners, L.P. (MMP) in Q4 2020, closing a stake of 1,000 shares — an estimated $34.2K sold.

Caldwell Trust first reported a position in MMP in Q4 2019 and held it in 4 quarters. The position peaked at $62.9K in Q4 2019. 577 funds tracked by Wall St. Rank hold MMP as of Q4 2020.

Caldwell Trust reported no remaining Magellan Midstream Partners, L.P. position as of Q4 2020 after selling out during the quarter.
Caldwell Trust sold 1,000 Magellan Midstream Partners, L.P. shares in Q4 2020, an estimated $34.2K.
Caldwell Trust first reported a position in Magellan Midstream Partners, L.P. in Q4 2019 and held it in 4 quarters.
Caldwell Trust's Magellan Midstream Partners, L.P. position peaked at $62.9K in Q4 2019.
577 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q4 2020.

Based on Caldwell Trust's 13F filing for Q4 2020, filed 2 Oct 2025.