CWM
MMP

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

Centric 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
2019
Q1 		– Sell
-5,110
Closed -$292K – 120
2018
Q4 		$292K Buy
+5,110
New +$316K 0.26% 87

Other funds holding MMP

Tortoise Capital Advisors
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
ALPS Advisors
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
OppenheimerFunds
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Energy Income Partners
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
Kayne Anderson Capital Advisors
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return

Centric Wealth Management's MMP Position: Q1 2019 in Review

Centric Wealth Management sold out of Magellan Midstream Partners, L.P. (MMP) in Q1 2019, closing a stake of 5,110 shares — an estimated $292K sold.

Centric Wealth Management first reported a position in MMP in Q4 2018 and held it in 1 quarter. The position peaked at $292K in Q4 2018. 613 funds tracked by Wall St. Rank hold MMP as of Q1 2019.

  • Centric Wealth Management reported no remaining Magellan Midstream Partners, L.P. position as of Q1 2019 after selling out during the quarter.
  • Centric Wealth Management sold 5,110 Magellan Midstream Partners, L.P. shares in Q1 2019, an estimated $292K.
  • Centric Wealth Management first reported a position in Magellan Midstream Partners, L.P. in Q4 2018 and held it in 1 quarter.
  • Centric Wealth Management's Magellan Midstream Partners, L.P. position peaked at $292K in Q4 2018.
  • 613 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q1 2019.

Based on Centric Wealth Management's 13F filing for Q1 2019, filed 9 Apr 2019.