Chevy Chase Trust
MMP

Chevy Chase Trust’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Chevy Chase Trust’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
-400
Closed -$25K – 1092
2019
Q4 		$25K Buy
+400
New +$24.9K ﹤0.01% 965
2019
Q2 		– Sell
-6,367,183
Closed -$6.39M – 660
2019
Q1 		$6.39M Buy
6,367,183
+5,389,022
+551% +$326M 0.03% 481
2018
Q4 		$1.01M Buy
+978,161
New +$60.4M ﹤0.01% 573

Other funds holding MMP

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $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 $6.36B AUM 17.8% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

Chevy Chase Trust's MMP Position: Q1 2020 in Review

Chevy Chase Trust sold out of Magellan Midstream Partners, L.P. (MMP) in Q1 2020, closing a stake of 400 shares — an estimated $25K sold.

Chevy Chase Trust first reported a position in MMP in Q4 2018 and held it in 3 quarters. The position peaked at $6.39M in Q1 2019. 549 funds tracked by Wall St. Rank hold MMP as of Q1 2020.

  • Chevy Chase Trust reported no remaining Magellan Midstream Partners, L.P. position as of Q1 2020 after selling out during the quarter.
  • Chevy Chase Trust sold 400 Magellan Midstream Partners, L.P. shares in Q1 2020, an estimated $25K.
  • Chevy Chase Trust first reported a position in Magellan Midstream Partners, L.P. in Q4 2018 and held it in 3 quarters.
  • Chevy Chase Trust's Magellan Midstream Partners, L.P. position peaked at $6.39M in Q1 2019.
  • 549 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q1 2020.

Based on Chevy Chase Trust's 13F filing for Q1 2020, filed 13 May 2020.