FANJ
MMP

Financial Architects (New Jersey)’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Financial Architects (New Jersey)’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 		– Sell
-820
Closed -$54K – 1019
2019
Q3 		$54K Hold
820
– – 0.01% 430
2019
Q2 		$52K Hold
820
– – 0.01% 508
2019
Q1 		$50K Sell
820
-1,000
-55% -$60.4K 0.01% 609
2018
Q4 		$104K Buy
1,820
+1,000
+122% +$61.8K 0.02% 395
2018
Q3 		$56K Hold
820
– – 0.01% 602
2018
Q2 		$57K Hold
820
– – 0.01% 531
2018
Q1 		$48K Sell
820
-912
-53% -$61.2K 0.01% 620
2017
Q4 		$123K Sell
1,732
-2,350
-58% -$160K 0.02% 450
2017
Q3 		$290K Buy
4,082
+2,980
+270% +$206K 0.05% 247
2017
Q2 		$79K Buy
1,102
+10
+0.9% +$735 0.01% 544
2017
Q1 		$84K Sell
1,092
-70
-6% -$5.43K 0.01% 514
2016
Q4 		$88K Buy
1,162
+10
+0.9% +$700 0.02% 430
2016
Q3 		$81K Hold
1,152
– – 0.02% 440
2016
Q2 		$88K Buy
1,152
+10
+0.9% +$709 0.02% 398
2016
Q1 		$79K Buy
+1,142
New +$74.7K 0.03% 328
2015
Q3 		– Sell
-2,458
Closed -$180K – 979
2015
Q2 		$180K Sell
2,458
-580
-19% -$46.5K 0.06% 203
2015
Q1 		$233K Buy
3,038
+252
+9% +$20.1K 0.09% 170
2014
Q4 		$230K Hold
2,786
– – 0.1% 153
2014
Q3 		$235K Hold
2,786
– – 0.12% 134
2014
Q2 		$234K Buy
+2,786
New +$218K 0.11% 136

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Financial Architects (New Jersey)'s MMP Position: Q4 2019 in Review

Financial Architects (New Jersey) sold out of Magellan Midstream Partners, L.P. (MMP) in Q4 2019, closing a stake of 820 shares — an estimated $54K sold.

Financial Architects (New Jersey) first reported a position in MMP in Q2 2014 and held it in 20 quarters. The position peaked at $290K in Q3 2017. 656 funds tracked by Wall St. Rank hold MMP as of Q4 2019.

  • Financial Architects (New Jersey) reported no remaining Magellan Midstream Partners, L.P. position as of Q4 2019 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 820 Magellan Midstream Partners, L.P. shares in Q4 2019, an estimated $54K.
  • Financial Architects (New Jersey) first reported a position in Magellan Midstream Partners, L.P. in Q2 2014 and held it in 20 quarters.
  • Financial Architects (New Jersey)'s Magellan Midstream Partners, L.P. position peaked at $290K in Q3 2017.
  • 656 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q4 2019.

Based on Financial Architects (New Jersey)'s 13F filing for Q4 2019, filed 14 Feb 2020.