CRWM
MMP

Castle Rock Wealth Management’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Castle Rock Wealth Management’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
-6,645
Closed -$391K – 197
2019
Q4 		$391K Buy
6,645
+390
+6% +$24.3K 0.35% 107
2019
Q3 		$378K Hold
6,255
– – 0.39% 96
2019
Q2 		$401K Buy
+6,255
New +$388K 0.45% 87
2018
Q4 		– Sell
-6,255
Closed -$391K – 112
2018
Q3 		$391K Sell
6,255
-1,040
-14% -$72.2K 0.62% 58
2018
Q2 		$504K Hold
7,295
– – 0.69% 49
2018
Q1 		$426K Hold
7,295
– – 0.7% 47
2017
Q4 		$518K Buy
+7,295
New +$497K 1.01% 34

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
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 $564B 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