CWS
MMP

Confluence Wealth Services’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Confluence Wealth Services’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
2022
Q1 		– Sell
-150
Closed -$6K – 1255
2021
Q4 		$6K Buy
+150
New +$7.09K ﹤0.01% 1038

Other funds holding MMP

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
Janus Henderson Group
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Confluence Wealth Services's MMP Position: Q1 2022 in Review

Confluence Wealth Services sold out of Magellan Midstream Partners, L.P. (MMP) in Q1 2022, closing a stake of 150 shares — an estimated $6K sold.

Confluence Wealth Services first reported a position in MMP in Q4 2021 and held it in 1 quarter. The position peaked at $6K in Q4 2021. 614 funds tracked by Wall St. Rank hold MMP as of Q1 2022.

  • Confluence Wealth Services reported no remaining Magellan Midstream Partners, L.P. position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 150 Magellan Midstream Partners, L.P. shares in Q1 2022, an estimated $6K.
  • Confluence Wealth Services first reported a position in Magellan Midstream Partners, L.P. in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's Magellan Midstream Partners, L.P. position peaked at $6K in Q4 2021.
  • 614 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.