Cypress Wealth Advisors’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Cypress Wealth Advisors’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	$1.45M	Sell	23,925 -2,165	-8%	-$131K	1.66%	21
2018 Q4	$1.49M	Buy	26,090 +1,100	+4%	+$67.9K	2.05%	15
2018 Q3	$1.69M	Buy	24,990 +420	+2%	+$29.1K	1.78%	20
2018 Q2	$1.7M	Sell	24,570 -3,675	-13%	-$247K	1.84%	19
2018 Q1	$1.65M	Buy	28,245 +750	+3%	+$50.4K	1.79%	21
2017 Q4	$1.95M	Buy	+27,495	New	+$1.87M	1.87%	16
2017 Q2	–	Sell	-11,620	Closed	-$894K	–	186
2017 Q1	$894K	Sell	11,620 -525	-4%	-$40.7K	0.41%	56
2016 Q4	$919K	Buy	12,145 +50	+0.4%	+$3.5K	0.42%	54
2016 Q3	$856K	Sell	12,095 -5,725	-32%	-$408K	0.39%	57
2016 Q2	$1.35M	Buy	17,820 +1,525	+9%	+$108K	0.67%	37
2016 Q1	$1.12M	Buy	16,295 +925	+6%	+$60.5K	0.51%	42
2015 Q4	$1.04M	Hold	15,370	–	–	0.53%	42
2015 Q3	$924K	Hold	15,370	–	–	0.5%	45
2015 Q2	$1.13M	Buy	+15,370	New	+$1.23M	0.66%	43

Other funds holding MMP

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

HFA

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

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return

Cypress Wealth Advisors's MMP Position: Q1 2019 in Review

Cypress Wealth Advisors reduced its Magellan Midstream Partners, L.P. (MMP) stake by 8.3% in Q1 2019, selling an estimated $131K and leaving 23,925 shares worth $1.45M. The position accounts for 1.66% of the portfolio, ranked #21.

Cypress Wealth Advisors first reported a position in MMP in Q2 2015 and has held it in 14 quarters since. The position peaked at $1.95M in Q4 2017. 614 funds tracked by Wall St. Rank hold MMP as of Q1 2019.

Cypress Wealth Advisors held 23,925 shares of Magellan Midstream Partners, L.P. worth $1.45M as of Q1 2019.
Cypress Wealth Advisors sold 2,165 Magellan Midstream Partners, L.P. shares in Q1 2019, an estimated $131K.
Magellan Midstream Partners, L.P. made up 1.66% of Cypress Wealth Advisors's portfolio in Q1 2019, its #21 holding.
Cypress Wealth Advisors first reported a position in Magellan Midstream Partners, L.P. in Q2 2015 and has held it in 14 quarters since.
Cypress Wealth Advisors's Magellan Midstream Partners, L.P. position peaked at $1.95M in Q4 2017.
614 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q1 2019.

Based on Cypress Wealth Advisors's 13F filing for Q1 2019, filed 17 May 2019.