EWM
MMP

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

Executive 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
-1,195
Closed -$76K – 864
2019
Q2 		$76K Buy
1,195
+12
+1% +$745 0.01% 242
2019
Q1 		$72K Sell
1,183
-32
-3% -$1.93K 0.01% 226
2018
Q4 		$69K Buy
+1,215
New +$75K 0.01% 239

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

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

Executive Wealth Management sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2019, closing a stake of 1,195 shares — an estimated $76K sold.

Executive Wealth Management first reported a position in MMP in Q4 2018 and held it in 3 quarters. The position peaked at $76K in Q2 2019. 644 funds tracked by Wall St. Rank hold MMP as of Q3 2019.

  • Executive Wealth Management reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 1,195 Magellan Midstream Partners, L.P. shares in Q3 2019, an estimated $76K.
  • Executive Wealth Management first reported a position in Magellan Midstream Partners, L.P. in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's Magellan Midstream Partners, L.P. position peaked at $76K in Q2 2019.
  • 644 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.