GSWM
MMP

Golden State Wealth Management’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Golden State Wealth 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
-450
Closed -$30K – 1031
2019
Q3 		$30K Hold
450
– – 0.01% 545
2019
Q2 		$28K Hold
450
– – 0.01% 563
2019
Q1 		$27K Buy
+450
New +$27.2K 0.01% 573

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

Golden State Wealth Management's MMP Position: Q4 2019 in Review

Golden State Wealth Management sold out of Magellan Midstream Partners, L.P. (MMP) in Q4 2019, closing a stake of 450 shares — an estimated $30K sold.

Golden State Wealth Management first reported a position in MMP in Q1 2019 and held it in 3 quarters. The position peaked at $30K in Q3 2019. 656 funds tracked by Wall St. Rank hold MMP as of Q4 2019.

  • Golden State Wealth Management reported no remaining Magellan Midstream Partners, L.P. position as of Q4 2019 after selling out during the quarter.
  • Golden State Wealth Management sold 450 Magellan Midstream Partners, L.P. shares in Q4 2019, an estimated $30K.
  • Golden State Wealth Management first reported a position in Magellan Midstream Partners, L.P. in Q1 2019 and held it in 3 quarters.
  • Golden State Wealth Management's Magellan Midstream Partners, L.P. position peaked at $30K in Q3 2019.
  • 656 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q4 2019.

Based on Golden State Wealth Management's 13F filing for Q4 2019, filed 13 Feb 2020.