CDIA
MMP

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

Capital Directions Investment 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
-1,000
Closed -$63K – 250
2019
Q4 		$63K Hold
1,000
– – 0.02% 118
2019
Q3 		$66K Buy
+1,000
New +$65.8K 0.02% 108

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

Capital Directions Investment Advisors's MMP Position: Q1 2020 in Review

Capital Directions Investment Advisors sold out of Magellan Midstream Partners, L.P. (MMP) in Q1 2020, closing a stake of 1,000 shares — an estimated $63K sold.

Capital Directions Investment Advisors first reported a position in MMP in Q3 2019 and held it in 2 quarters. The position peaked at $66K in Q3 2019. 549 funds tracked by Wall St. Rank hold MMP as of Q1 2020.

  • Capital Directions Investment Advisors reported no remaining Magellan Midstream Partners, L.P. position as of Q1 2020 after selling out during the quarter.
  • Capital Directions Investment Advisors sold 1,000 Magellan Midstream Partners, L.P. shares in Q1 2020, an estimated $63K.
  • Capital Directions Investment Advisors first reported a position in Magellan Midstream Partners, L.P. in Q3 2019 and held it in 2 quarters.
  • Capital Directions Investment Advisors's Magellan Midstream Partners, L.P. position peaked at $66K in Q3 2019.
  • 549 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q1 2020.

Based on Capital Directions Investment Advisors's 13F filing for Q1 2020, filed 11 May 2020.