DLA
MMP

Douglas Lane & Associates’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Douglas Lane & Associates’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
-4,550
Closed -$286K – 209
2019
Q4 		$286K Sell
4,550
-1,000
-18% -$62.3K 0.01% 188
2019
Q3 		$368K Sell
5,550
-900
-14% -$59.3K 0.01% 177
2019
Q2 		$413K Hold
6,450
– – 0.01% 179
2019
Q1 		$391K Sell
6,450
-250
-4% -$15.1K 0.01% 178
2018
Q4 		$382K Sell
6,700
-1,993
-23% -$123K 0.01% 176
2018
Q3 		$589K Buy
8,693
+5,500
+172% +$382K 0.01% 164
2018
Q2 		$221K Buy
+3,193
New +$215K ﹤0.01% 187
2017
Q2 		– Sell
-2,680
Closed -$206K – 205
2017
Q1 		$206K Sell
2,680
-100
-4% -$7.76K 0.01% 202
2016
Q4 		$210K Buy
+2,780
New +$195K 0.01% 203
2016
Q3 		– Sell
-3,900
Closed -$296K – 220
2016
Q2 		$296K Buy
+3,900
New +$277K 0.01% 195

Other funds holding MMP

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $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 $6.22B AUM 18.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return