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

Callahan 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
2020 Q1	–	Sell	-3,495	Closed	-$220K	–	137
2019 Q4	$220K	Hold	3,495	–	–	0.04%	123
2019 Q3	$232K	Hold	3,495	–	–	0.04%	122
2019 Q2	$224K	Hold	3,495	–	–	0.04%	125
2019 Q1	$212K	Buy	+3,495	New	+$211K	0.04%	125
2018 Q4	–	Sell	-3,603	Closed	-$244K	–	137
2018 Q3	$244K	Buy	3,603 +1	+0%	+$69	0.05%	129
2018 Q2	$249K	Buy	3,602 +2	+0.1%	+$134	0.05%	116
2018 Q1	$210K	Buy	3,600 +1	+0%	+$67	0.04%	116
2017 Q4	$255K	Buy	3,599 +1	+0%	+$68	0.05%	110
2017 Q3	$256K	Buy	3,598 +2	+0.1%	+$138	0.05%	109
2017 Q2	$256K	Buy	3,596 +576	+19%	+$42.3K	0.06%	109
2017 Q1	$232K	Buy	3,020 +100	+3%	+$7.76K	0.05%	111
2016 Q4	$221K	Hold	2,920	–	–	0.05%	108
2016 Q3	$207K	Hold	2,920	–	–	0.05%	110
2016 Q2	$222K	Hold	2,920	–	–	0.06%	104
2016 Q1	$201K	Buy	+2,920	New	+$191K	0.06%	105
2015 Q3	–	Sell	-2,920	Closed	-$214K	–	117
2015 Q2	$214K	Hold	2,920	–	–	0.06%	108
2015 Q1	$224K	Hold	2,920	–	–	0.07%	108
2014 Q4	$241K	Hold	2,920	–	–	0.07%	110
2014 Q3	$246K	Hold	2,920	–	–	0.08%	110
2014 Q2	$245K	Hold	2,920	–	–	0.08%	114
2014 Q1	$204K	Buy	+2,920	New	+$194K	0.07%	109

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

HFA

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CCM

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

Callahan Advisors's MMP Position: Q1 2020 in Review

Callahan Advisors sold out of Magellan Midstream Partners, L.P. (MMP) in Q1 2020, closing a stake of 3,495 shares — an estimated $220K sold.

Callahan Advisors first reported a position in MMP in Q1 2014 and held it in 21 quarters. The position peaked at $256K in Q3 2017. 549 funds tracked by Wall St. Rank hold MMP as of Q1 2020.

Callahan Advisors reported no remaining Magellan Midstream Partners, L.P. position as of Q1 2020 after selling out during the quarter.
Callahan Advisors sold 3,495 Magellan Midstream Partners, L.P. shares in Q1 2020, an estimated $220K.
Callahan Advisors first reported a position in Magellan Midstream Partners, L.P. in Q1 2014 and held it in 21 quarters.
Callahan Advisors's Magellan Midstream Partners, L.P. position peaked at $256K in Q3 2017.
549 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q1 2020.

Based on Callahan Advisors's 13F filing for Q1 2020, filed 6 Apr 2020.