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

Cypress 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
2023 Q2	–	Sell	-6,586	Closed	-$357K	–	266
2023 Q1	$357K	Buy	+6,586	New	+$349K	0.1%	164
2018 Q4	–	Sell	-3,000	Closed	-$203K	–	244
2018 Q3	$203K	Hold	3,000	–	–	0.07%	213
2018 Q2	$207K	Buy	+3,000	New	+$202K	0.08%	206

Other funds holding MMP

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cypress Wealth Services's MMP Position: Q2 2023 in Review

Cypress Wealth Services sold out of Magellan Midstream Partners, L.P. (MMP) in Q2 2023, closing a stake of 6,586 shares — an estimated $357K sold.

Cypress Wealth Services first reported a position in MMP in Q2 2018 and held it in 3 quarters. The position peaked at $357K in Q1 2023. 611 funds tracked by Wall St. Rank hold MMP as of Q2 2023.

Cypress Wealth Services reported no remaining Magellan Midstream Partners, L.P. position as of Q2 2023 after selling out during the quarter.
Cypress Wealth Services sold 6,586 Magellan Midstream Partners, L.P. shares in Q2 2023, an estimated $357K.
Cypress Wealth Services first reported a position in Magellan Midstream Partners, L.P. in Q2 2018 and held it in 3 quarters.
Cypress Wealth Services's Magellan Midstream Partners, L.P. position peaked at $357K in Q1 2023.
611 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q2 2023.

Based on Cypress Wealth Services's 13F filing for Q2 2023, filed 21 Jul 2023.