CWP
MMP

Capital Wealth Planning’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Capital Wealth Planning’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
Q3 		– Sell
-3,456
Closed -$221K – 298
2019
Q2 		$221K Buy
+3,456
New +$215K 0.02% 220
2017
Q4 		– Sell
-4,271
Closed -$303K – 162
2017
Q3 		$303K Sell
4,271
-240
-5% -$16.6K 0.24% 52
2017
Q2 		$321K Buy
4,511
+240
+6% +$17.6K 0.05% 78
2017
Q1 		$328K Hold
4,271
– – 0.28% 46
2016
Q4 		$323K Buy
+4,271
New +$299K 0.29% 46
2015
Q1 		– Sell
-2,530
Closed -$209K – 138
2014
Q4 		$209K Hold
2,530
– – 0.1% 104
2014
Q3 		$213K Hold
2,530
– – 0.09% 112
2014
Q2 		$213K Buy
+2,530
New +$198K 0.08% 115

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 $761B AUM 31.28% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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 $564B AUM 30.12% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return