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

Fortis 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
2020 Q1	–	Sell	-13,092	Closed	-$823K	–	403
2019 Q4	$823K	Hold	13,092	–	–	0.5%	32
2019 Q3	$868K	Hold	13,092	–	–	0.41%	30
2019 Q2	$838K	Sell	13,092 -557	-4%	-$34.6K	0.41%	32
2019 Q1	$828K	Sell	13,649 -300	-2%	-$18.1K	0.43%	31
2018 Q4	$796K	Hold	13,949	–	–	0.48%	28
2018 Q3	$945K	Hold	13,949	–	–	0.53%	27
2018 Q2	$964K	Hold	13,949	–	–	0.55%	27
2018 Q1	$814K	Hold	13,949	–	–	0.45%	28
2017 Q4	$990K	Hold	13,949	–	–	0.61%	19
2017 Q3	$991K	Sell	13,949 -1,200	-8%	-$82.8K	0.69%	19
2017 Q2	$1.08M	Hold	15,149	–	–	0.84%	15
2017 Q1	$1.17M	Buy	15,149 +12,383	+448%	+$961K	1.06%	14
2016 Q4	$209K	Buy	+2,766	New	+$194K	0.22%	36

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 21.71% 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

HFA

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

Fortis Advisors's MMP Position: Q1 2020 in Review

Fortis Advisors sold out of Magellan Midstream Partners, L.P. (MMP) in Q1 2020, closing a stake of 13,092 shares — an estimated $823K sold.

Fortis Advisors first reported a position in MMP in Q4 2016 and held it in 13 quarters. The position peaked at $1.17M in Q1 2017. 549 funds tracked by Wall St. Rank hold MMP as of Q1 2020.

Fortis Advisors reported no remaining Magellan Midstream Partners, L.P. position as of Q1 2020 after selling out during the quarter.
Fortis Advisors sold 13,092 Magellan Midstream Partners, L.P. shares in Q1 2020, an estimated $823K.
Fortis Advisors first reported a position in Magellan Midstream Partners, L.P. in Q4 2016 and held it in 13 quarters.
Fortis Advisors's Magellan Midstream Partners, L.P. position peaked at $1.17M in Q1 2017.
549 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q1 2020.

Based on Fortis Advisors's 13F filing for Q1 2020, filed 14 May 2020.