HFP
MMP

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

Holistic Financial 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
2019
Q2 		– Sell
-9,751
Closed -$591K – 107
2019
Q1 		$591K Buy
+9,751
New +$589K 0.25% 45

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 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
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

Holistic Financial Partners's MMP Position: Q2 2019 in Review

Holistic Financial Partners sold out of Magellan Midstream Partners, L.P. (MMP) in Q2 2019, closing a stake of 9,751 shares — an estimated $591K sold.

Holistic Financial Partners first reported a position in MMP in Q1 2019 and held it in 1 quarter. The position peaked at $591K in Q1 2019. 607 funds tracked by Wall St. Rank hold MMP as of Q2 2019.

  • Holistic Financial Partners reported no remaining Magellan Midstream Partners, L.P. position as of Q2 2019 after selling out during the quarter.
  • Holistic Financial Partners sold 9,751 Magellan Midstream Partners, L.P. shares in Q2 2019, an estimated $591K.
  • Holistic Financial Partners first reported a position in Magellan Midstream Partners, L.P. in Q1 2019 and held it in 1 quarter.
  • Holistic Financial Partners's Magellan Midstream Partners, L.P. position peaked at $591K in Q1 2019.
  • 607 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q2 2019.

Based on Holistic Financial Partners's 13F filing for Q2 2019, filed 7 Aug 2019.