GWA
MMP

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

Guidant Wealth 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
2019
Q1 		– Sell
-600
Closed -$34K – 297
2018
Q4 		$34K Sell
600
-725
-55% -$44.8K 0.02% 147
2018
Q3 		$90K Hold
1,325
– – 0.04% 63
2018
Q2 		$90K Sell
1,325
-350
-21% -$23.5K 0.04% 62
2018
Q1 		$96K Hold
1,675
– – 0.04% 56
2017
Q4 		$121K Sell
1,675
-59
-3% -$4.02K 0.05% 51
2017
Q3 		$122K Hold
1,734
– – 0.09% 47
2017
Q2 		$120K Sell
1,734
-79
-4% -$5.8K 0.06% 78
2017
Q1 		$138K Hold
1,813
– – 0.07% 76
2016
Q4 		$134K Buy
+1,813
New +$127K 0.08% 76

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return

Guidant Wealth Advisors's MMP Position: Q1 2019 in Review

Guidant Wealth Advisors sold out of Magellan Midstream Partners, L.P. (MMP) in Q1 2019, closing a stake of 600 shares — an estimated $34K sold.

Guidant Wealth Advisors first reported a position in MMP in Q4 2016 and held it in 9 quarters. The position peaked at $138K in Q1 2017. 613 funds tracked by Wall St. Rank hold MMP as of Q1 2019.

  • Guidant Wealth Advisors reported no remaining Magellan Midstream Partners, L.P. position as of Q1 2019 after selling out during the quarter.
  • Guidant Wealth Advisors sold 600 Magellan Midstream Partners, L.P. shares in Q1 2019, an estimated $34K.
  • Guidant Wealth Advisors first reported a position in Magellan Midstream Partners, L.P. in Q4 2016 and held it in 9 quarters.
  • Guidant Wealth Advisors's Magellan Midstream Partners, L.P. position peaked at $138K in Q1 2017.
  • 613 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q1 2019.

Based on Guidant Wealth Advisors's 13F filing for Q1 2019, filed 18 Apr 2019.