DWM
MMP

Doyle Wealth Management’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Doyle Wealth Management’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
Q3 		– Sell
-2,210
Closed -$141K – 810
2019
Q2 		$141K Buy
+2,210
New +$137K 0.02% 232
2019
Q1 		– Sell
-2,000
Closed -$114K – 803
2018
Q4 		$114K Buy
+2,000
New +$124K 0.02% 233

Other funds holding MMP

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Doyle Wealth Management's MMP Position: Q3 2019 in Review

Doyle Wealth Management sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2019, closing a stake of 2,210 shares — an estimated $141K sold.

Doyle Wealth Management first reported a position in MMP in Q4 2018 and held it in 2 quarters. The position peaked at $141K in Q2 2019. 644 funds tracked by Wall St. Rank hold MMP as of Q3 2019.

  • Doyle Wealth Management reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 2,210 Magellan Midstream Partners, L.P. shares in Q3 2019, an estimated $141K.
  • Doyle Wealth Management first reported a position in Magellan Midstream Partners, L.P. in Q4 2018 and held it in 2 quarters.
  • Doyle Wealth Management's Magellan Midstream Partners, L.P. position peaked at $141K in Q2 2019.
  • 644 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.