Fiduciary Financial Services of The Southwest’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Fiduciary Financial Services of The Southwest’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 Q4	$8.59M	Sell	136,658 -680	-0.5%	-$42.4K	2.25%	9
2019 Q3	$9.1M	Buy	137,338 +210	+0.2%	+$13.8K	2.43%	6
2019 Q2	$8.78M	Sell	137,128 -1,410	-1%	-$87.5K	2.48%	7
2019 Q1	$8.4M	Sell	138,538 -400	-0.3%	-$24.2K	2.45%	7
2018 Q4	$7.93M	Sell	138,938 -1,255	-0.9%	-$77.5K	2.5%	5
2018 Q3	$9.49M	Sell	140,193 -2,752	-2%	-$191K	2.64%	5
2018 Q2	$9.88M	Sell	142,945 -3,940	-3%	-$265K	2.99%	3
2018 Q1	$8.57M	Sell	146,885 -1,942	-1%	-$130K	2.62%	5
2017 Q4	$10.6M	Sell	148,827 -2,338	-2%	-$159K	3.09%	2
2017 Q3	$10.7M	Sell	151,165 -1,021	-0.7%	-$70.5K	3.21%	2
2017 Q2	$10.8M	Buy	152,186 +775	+0.5%	+$56.9K	3.34%	1
2017 Q1	$11.6M	Sell	151,411 -3,410	-2%	-$265K	3.71%	1
2016 Q4	$11.7M	Sell	154,821 -133	-0.1%	-$9.31K	3.86%	1
2016 Q3	$11M	Sell	154,954 -1,885	-1%	-$134K	3.52%	1
2016 Q2	$11.9M	Sell	156,839 -847	-0.5%	-$60.1K	3.83%	2
2016 Q1	$10.8M	Sell	157,686 -4,185	-3%	-$274K	3.85%	1
2015 Q4	$11M	Sell	161,871 -2,180	-1%	-$141K	3.91%	2
2015 Q3	$9.86M	Sell	164,051 -353	-0.2%	-$24.1K	3.46%	3
2015 Q2	$12.1M	Sell	164,404 -1,760	-1%	-$141K	3.72%	2
2015 Q1	$12.7M	Sell	166,164 -5,680	-3%	-$454K	3.74%	2
2014 Q4	$14.2M	Sell	171,844 -1,340	-0.8%	-$109K	4.07%	2
2014 Q3	$14.6M	Buy	173,184 +943	+0.5%	+$78.4K	4.12%	3
2014 Q2	$14.5M	Sell	172,241 -190	-0.1%	-$14.9K	4.06%	3
2014 Q1	$12M	Buy	172,431 +930	+0.5%	+$61.9K	3.63%	3
2013 Q4	$10.9M	Buy	171,501 +1,130	+0.7%	+$67.5K	3.41%	3
2013 Q3	$9.61M	Sell	170,371 -1,165	-0.7%	-$64K	3.17%	3
2013 Q2	$9.35M	Buy	+171,536	New	+$9M	3.12%	3

Other funds holding MMP

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $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 Zurich, Switzerland $666B AUM 30.12% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fiduciary Financial Services of The Southwest's MMP Position: Q4 2019 in Review

Fiduciary Financial Services of The Southwest reduced its Magellan Midstream Partners, L.P. (MMP) stake by 0.5% in Q4 2019, selling an estimated $42.4K and leaving 136,658 shares worth $8.59M. The position accounts for 2.25% of the portfolio, ranked #9.

Fiduciary Financial Services of The Southwest first reported a position in MMP in Q2 2013 and has held it in 27 quarters since. The position peaked at $14.6M in Q3 2014. 655 funds tracked by Wall St. Rank hold MMP as of Q4 2019.

Fiduciary Financial Services of The Southwest held 136,658 shares of Magellan Midstream Partners, L.P. worth $8.59M as of Q4 2019.
Fiduciary Financial Services of The Southwest sold 680 Magellan Midstream Partners, L.P. shares in Q4 2019, an estimated $42.4K.
Magellan Midstream Partners, L.P. made up 2.25% of Fiduciary Financial Services of The Southwest's portfolio in Q4 2019, its #9 holding.
Fiduciary Financial Services of The Southwest first reported a position in Magellan Midstream Partners, L.P. in Q2 2013 and has held it in 27 quarters since.
Fiduciary Financial Services of The Southwest's Magellan Midstream Partners, L.P. position peaked at $14.6M in Q3 2014.
655 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q4 2019.

Based on Fiduciary Financial Services of The Southwest's 13F filing for Q4 2019, filed 11 Feb 2020.