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 $9.84B 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

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

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

HFA

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Wealth Planning's MMP Position: Q3 2019 in Review

Capital Wealth Planning sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2019, closing a stake of 3,456 shares — an estimated $221K sold.

Capital Wealth Planning first reported a position in MMP in Q2 2014 and held it in 8 quarters. The position peaked at $328K in Q1 2017. 644 funds tracked by Wall St. Rank hold MMP as of Q3 2019.

Capital Wealth Planning reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2019 after selling out during the quarter.
Capital Wealth Planning sold 3,456 Magellan Midstream Partners, L.P. shares in Q3 2019, an estimated $221K.
Capital Wealth Planning first reported a position in Magellan Midstream Partners, L.P. in Q2 2014 and held it in 8 quarters.
Capital Wealth Planning's Magellan Midstream Partners, L.P. position peaked at $328K in Q1 2017.
644 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2019.

Based on Capital Wealth Planning's 13F filing for Q3 2019, filed 12 Nov 2019.