ERIM
MMP

Eagle Ridge Investment Management’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Eagle Ridge Investment 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
2020
Q2 		– Sell
-5,955
Closed -$217K – 129
2020
Q1 		$217K Sell
5,955
-1,515
-20% -$81.3K 0.04% 118
2019
Q4 		$470K Hold
7,470
– – 0.06% 101
2019
Q3 		$495K Sell
7,470
-4,381
-37% -$288K 0.07% 98
2019
Q2 		$758K Sell
11,851
-370
-3% -$23K 0.11% 84
2019
Q1 		$741K Sell
12,221
-675
-5% -$40.8K 0.11% 86
2018
Q4 		$736K Sell
12,896
-50
-0.4% -$3.09K 0.12% 87
2018
Q3 		$877K Sell
12,946
-359
-3% -$24.9K 0.13% 80
2018
Q2 		$919K Sell
13,305
-2,953
-18% -$198K 0.14% 80
2018
Q1 		$949K Sell
16,258
-577
-3% -$38.7K 0.15% 80
2017
Q4 		$1.19M Sell
16,835
-1,762
-9% -$120K 0.18% 78
2017
Q3 		$1.32M Sell
18,597
-415
-2% -$28.6K 0.22% 76
2017
Q2 		$1.35M Sell
19,012
-505
-3% -$37.1K 0.26% 70
2017
Q1 		$1.5M Buy
19,517
+660
+4% +$51.2K 0.29% 71
2016
Q4 		$1.43M Hold
18,857
– – 0.3% 72
2016
Q3 		$1.33M Sell
18,857
-756
-4% -$53.9K 0.3% 71
2016
Q2 		$1.49M Sell
19,613
-600
-3% -$42.6K 0.34% 71
2016
Q1 		$1.39M Sell
20,213
-415
-2% -$27.1K 0.33% 72
2015
Q4 		$1.4M Buy
20,628
+6,622
+47% +$429K 0.34% 73
2015
Q3 		$842K Buy
14,006
+7,610
+119% +$520K 0.22% 76
2015
Q2 		$469K Hold
6,396
– – 0.21% 45
2015
Q1 		$491K Buy
6,396
+190
+3% +$15.2K 0.22% 44
2014
Q4 		$513K Buy
6,206
+141
+2% +$11.5K 0.23% 43
2014
Q3 		$511K Hold
6,065
– – 0.25% 47
2014
Q2 		$510K Sell
6,065
-11
-0.2% -$862 0.24% 47
2014
Q1 		$424K Buy
6,076
+178
+3% +$11.8K 0.21% 46
2013
Q4 		$373K Buy
5,898
+951
+19% +$56.8K 0.19% 45
2013
Q3 		$279K Buy
4,947
+1,223
+33% +$67.2K 0.15% 46
2013
Q2 		$203K Buy
+3,724
New +$195K 0.12% 46

Other funds holding MMP

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

Eagle Ridge Investment Management's MMP Position: Q2 2020 in Review

Eagle Ridge Investment Management sold out of Magellan Midstream Partners, L.P. (MMP) in Q2 2020, closing a stake of 5,955 shares — an estimated $217K sold.

Eagle Ridge Investment Management first reported a position in MMP in Q2 2013 and held it in 28 quarters. The position peaked at $1.5M in Q1 2017. 554 funds tracked by Wall St. Rank hold MMP as of Q2 2020.

  • Eagle Ridge Investment Management reported no remaining Magellan Midstream Partners, L.P. position as of Q2 2020 after selling out during the quarter.
  • Eagle Ridge Investment Management sold 5,955 Magellan Midstream Partners, L.P. shares in Q2 2020, an estimated $217K.
  • Eagle Ridge Investment Management first reported a position in Magellan Midstream Partners, L.P. in Q2 2013 and held it in 28 quarters.
  • Eagle Ridge Investment Management's Magellan Midstream Partners, L.P. position peaked at $1.5M in Q1 2017.
  • 554 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q2 2020.

Based on Eagle Ridge Investment Management's 13F filing for Q2 2020, filed 29 Jul 2020.