GP
MMP

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

Girard Partners’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
2018
Q4 		– Sell
-2,245
Closed -$152K – 869
2018
Q3 		$152K Buy
+2,245
New +$156K 0.03% 275
2018
Q1 		– Sell
-2,946
Closed -$209K – 290
2017
Q4 		$209K Sell
2,946
-885
-23% -$60.3K 0.04% 257
2017
Q3 		$272K Buy
3,831
+100
+3% +$6.9K 0.06% 210
2017
Q2 		$266K Buy
3,731
+85
+2% +$6.24K 0.06% 216
2017
Q1 		$280K Buy
+3,646
New +$283K 0.07% 195
2015
Q2 		– Sell
-4,530
Closed -$348K – 154
2015
Q1 		$348K Buy
4,530
+295
+7% +$23.6K 0.21% 108
2014
Q4 		$350K Buy
4,235
+698
+20% +$57K 0.22% 101
2014
Q3 		$298K Buy
3,537
+255
+8% +$21.2K 0.2% 112
2014
Q2 		$276K Buy
+3,282
New +$257K 0.19% 114

Other funds holding MMP

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Girard Partners's MMP Position: Q4 2018 in Review

Girard Partners sold out of Magellan Midstream Partners, L.P. (MMP) in Q4 2018, closing a stake of 2,245 shares — an estimated $152K sold.

Girard Partners first reported a position in MMP in Q2 2014 and held it in 9 quarters. The position peaked at $350K in Q4 2014. 624 funds tracked by Wall St. Rank hold MMP as of Q4 2018.

  • Girard Partners reported no remaining Magellan Midstream Partners, L.P. position as of Q4 2018 after selling out during the quarter.
  • Girard Partners sold 2,245 Magellan Midstream Partners, L.P. shares in Q4 2018, an estimated $152K.
  • Girard Partners first reported a position in Magellan Midstream Partners, L.P. in Q2 2014 and held it in 9 quarters.
  • Girard Partners's Magellan Midstream Partners, L.P. position peaked at $350K in Q4 2014.
  • 624 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q4 2018.

Based on Girard Partners's 13F filing for Q4 2018, filed 11 Feb 2019.