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

ERTS 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
2023 Q2	–	Sell	-5,125	Closed	-$278K	–	95
2023 Q1	$278K	Sell	5,125 -250	-5%	-$13.2K	0.07%	78
2022 Q4	$270K	Hold	5,375	–	–	0.07%	83
2022 Q3	$255K	Hold	5,375	–	–	0.07%	76
2022 Q2	$257K	Buy	5,375 +785	+17%	+$39.2K	0.07%	76
2022 Q1	$225K	Hold	4,590	–	–	0.06%	84
2021 Q4	$212K	Hold	4,590	–	–	0.05%	83
2021 Q3	$209K	Hold	4,590	–	–	0.05%	81
2021 Q2	$224K	Sell	4,590 -350	-7%	-$17K	0.06%	82
2021 Q1	$214K	Buy	4,940 +25	+0.5%	+$1.09K	0.06%	82
2020 Q4	$209K	Buy	+4,915	New	+$196K	0.07%	73
2020 Q3	–	Sell	-8,363	Closed	-$361K	–	78
2020 Q2	$361K	Sell	8,363 -2,952	-26%	-$125K	0.15%	59
2020 Q1	$413K	Sell	11,315 -4,301	-28%	-$231K	0.2%	54
2019 Q4	$982K	Buy	15,616 +935	+6%	+$58.2K	0.44%	23
2019 Q3	$973K	Hold	14,681	–	–	0.49%	20
2019 Q2	$940K	Buy	14,681 +355	+2%	+$22K	0.52%	26
2019 Q1	$869K	Buy	14,326 +600	+4%	+$36.3K	0.52%	26
2018 Q4	$783K	Buy	+13,726	New	+$848K	0.56%	26

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 $32.9B AUM 23.66% 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

ERTS Wealth Advisors's MMP Position: Q2 2023 in Review

ERTS Wealth Advisors sold out of Magellan Midstream Partners, L.P. (MMP) in Q2 2023, closing a stake of 5,125 shares — an estimated $278K sold.

ERTS Wealth Advisors first reported a position in MMP in Q4 2018 and held it in 17 quarters. The position peaked at $982K in Q4 2019. 611 funds tracked by Wall St. Rank hold MMP as of Q2 2023.

ERTS Wealth Advisors reported no remaining Magellan Midstream Partners, L.P. position as of Q2 2023 after selling out during the quarter.
ERTS Wealth Advisors sold 5,125 Magellan Midstream Partners, L.P. shares in Q2 2023, an estimated $278K.
ERTS Wealth Advisors first reported a position in Magellan Midstream Partners, L.P. in Q4 2018 and held it in 17 quarters.
ERTS Wealth Advisors's Magellan Midstream Partners, L.P. position peaked at $982K in Q4 2019.
611 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q2 2023.

Based on ERTS Wealth Advisors's 13F filing for Q2 2023, filed 17 Jul 2023.