First Western Capital Management’s Magellan Midstream Partners, L.P. MMP Stock Holding History

First Western Capital 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 Q4	–	Sell	-3,088	Closed	-$205K	–	25
2019 Q3	$205K	Sell	3,088 -736	-19%	-$48.5K	3.19%	24
2019 Q2	$245K	Buy	+3,824	New	+$237K	3.25%	23
2019 Q1	–	Sell	-4,394	Closed	-$251K	–	29
2018 Q4	$251K	Sell	4,394 -1,967	-31%	-$121K	2.28%	25
2018 Q3	$431K	Sell	6,361 -504	-7%	-$35K	1.94%	26
2018 Q2	$474K	Buy	6,865 +815	+13%	+$54.8K	2.14%	28
2018 Q1	$353K	Sell	6,050 -1,151	-16%	-$77.3K	1.68%	31
2017 Q4	$511K	Hold	7,201	–	–	0.29%	61
2017 Q3	$512K	Sell	7,201 -1,000	-12%	-$69K	0.31%	60
2017 Q2	$584K	Sell	8,201 -1,794	-18%	-$132K	0.35%	59
2017 Q1	$769K	Sell	9,995 -4,185	-30%	-$325K	0.47%	53
2016 Q4	$1.07M	Sell	14,180 -16,537	-54%	-$1.16M	0.58%	56
2016 Q3	$2.17M	Sell	30,717 -4,075	-12%	-$291K	0.85%	47
2016 Q2	$2.64M	Sell	34,792 -6,662	-16%	-$473K	0.97%	47
2016 Q1	$2.85M	Buy	41,454 +4,909	+13%	+$321K	1.01%	45
2015 Q4	$2.48M	Sell	36,545 -2,441	-6%	-$158K	0.78%	59
2015 Q3	$2.34M	Buy	38,986 +7,826	+25%	+$534K	0.78%	57
2015 Q2	$2.29M	Sell	31,160 -2,036	-6%	-$163K	0.73%	61
2015 Q1	$2.55M	Sell	33,196 -8,004	-19%	-$640K	0.76%	58
2014 Q4	$3.41M	Buy	41,200 +2,320	+6%	+$190K	1%	37
2014 Q3	$3.27M	Buy	38,880 +13	+0%	+$1.08K	0.97%	39
2014 Q2	$3.27M	Buy	38,867 +1,412	+4%	+$111K	1.08%	35
2014 Q1	$2.61M	Buy	37,455 +730	+2%	+$48.6K	0.92%	35
2013 Q4	$2.32M	Buy	+36,725	New	+$2.19M	0.81%	42

Other funds holding MMP

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 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

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

First Western Capital Management's MMP Position: Q4 2019 in Review

First Western Capital Management sold out of Magellan Midstream Partners, L.P. (MMP) in Q4 2019, closing a stake of 3,088 shares — an estimated $205K sold.

First Western Capital Management first reported a position in MMP in Q4 2013 and held it in 23 quarters. The position peaked at $3.41M in Q4 2014. 656 funds tracked by Wall St. Rank hold MMP as of Q4 2019.

First Western Capital Management reported no remaining Magellan Midstream Partners, L.P. position as of Q4 2019 after selling out during the quarter.
First Western Capital Management sold 3,088 Magellan Midstream Partners, L.P. shares in Q4 2019, an estimated $205K.
First Western Capital Management first reported a position in Magellan Midstream Partners, L.P. in Q4 2013 and held it in 23 quarters.
First Western Capital Management's Magellan Midstream Partners, L.P. position peaked at $3.41M in Q4 2014.
656 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q4 2019.

Based on First Western Capital Management's 13F filing for Q4 2019, filed 13 Feb 2020.