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

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

HFA

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 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.