Homrich & Berg’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Homrich & Berg’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
2021 Q3	$1.5M	Buy	32,894 +1,963	+6%	+$93.3K	0.03%	179
2021 Q2	$1.51M	Buy	30,931 +153	+0.5%	+$7.42K	0.04%	173
2021 Q1	$1.33M	Buy	30,778 +686	+2%	+$30K	0.03%	178
2020 Q4	$1.28M	Buy	30,092 +1,234	+4%	+$49.2K	0.04%	173
2020 Q3	$987K	Sell	28,858 -892	-3%	-$35.3K	0.03%	159
2020 Q2	$1.28M	Sell	29,750 -301	-1%	-$12.7K	0.05%	115
2020 Q1	$1.1M	Sell	30,051 -687	-2%	-$36.9K	0.06%	114
2019 Q4	$1.93M	Buy	30,738 +2,667	+10%	+$166K	0.09%	91
2019 Q3	$1.86M	Buy	28,071 +174	+0.6%	+$11.5K	0.1%	85
2019 Q2	$1.78M	Buy	27,897 +2,104	+8%	+$131K	0.09%	82
2019 Q1	$1.56M	Sell	25,793 -324	-1%	-$19.6K	0.08%	90
2018 Q4	$1.49M	Sell	26,117 -7,902	-23%	-$488K	0.09%	85
2018 Q3	$2.3M	Sell	34,019 -1,609	-5%	-$112K	0.14%	58
2018 Q2	$2.46M	Sell	35,628 -22,897	-39%	-$1.54M	0.18%	48
2018 Q1	$3.42M	Buy	58,525 +1,409	+2%	+$94.6K	0.24%	48
2017 Q4	$4.05M	Sell	57,116 -3,389	-6%	-$231K	0.28%	33
2017 Q3	$4.3M	Buy	60,505 +949	+2%	+$65.5K	0.34%	26
2017 Q2	$4.25M	Sell	59,556 -13,833	-19%	-$1.02M	0.37%	22
2017 Q1	$5.64M	Buy	73,389 +10,603	+17%	+$823K	0.49%	21
2016 Q4	$4.75M	Buy	62,786 +1,370	+2%	+$95.9K	0.43%	22
2016 Q3	$4.34M	Buy	61,416 +58	+0.1%	+$4.14K	0.4%	22
2016 Q2	$4.66M	Sell	61,358 -18,503	-23%	-$1.31M	0.44%	22
2016 Q1	$5.49M	Sell	79,861 -896	-1%	-$58.6K	0.54%	16
2015 Q4	$5.49M	Buy	80,757 +4,869	+6%	+$316K	0.5%	19
2015 Q3	$4.56M	Buy	75,888 +1,176	+2%	+$80.3K	0.48%	21
2015 Q2	$5.48M	Buy	74,712 +1,399	+2%	+$112K	0.54%	17
2015 Q1	$5.62M	Sell	73,313 -135	-0.2%	-$10.8K	0.55%	19
2014 Q4	$6.07M	Buy	73,448 +6,266	+9%	+$512K	0.61%	16
2014 Q3	$5.66M	Buy	67,182 +608	+0.9%	+$50.6K	0.57%	15
2014 Q2	$5.59M	Buy	66,574 +169	+0.3%	+$13.2K	0.63%	14
2014 Q1	$4.63M	Buy	66,405 +405	+0.6%	+$27K	0.6%	14
2013 Q4	$4.18M	Sell	66,000 -259	-0.4%	-$15.5K	0.58%	15
2013 Q3	$3.74M	Buy	66,259 +12,764	+24%	+$702K	0.59%	14
2013 Q2	$2.92M	Buy	+53,495	New	+$2.81M	0.53%	15

Other funds holding MMP

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

EIP

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

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

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

CCM

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

Homrich & Berg's MMP Position: Q3 2021 in Review

Homrich & Berg increased its Magellan Midstream Partners, L.P. (MMP) stake by 6.3% in Q3 2021, buying an estimated $93.3K and bringing the position to 32,894 shares worth $1.5M. The position accounts for 0.03% of the portfolio, ranked #179.

Homrich & Berg first reported a position in MMP in Q2 2013 and has held it in 34 quarters since. The position peaked at $6.07M in Q4 2014. 580 funds tracked by Wall St. Rank hold MMP as of Q3 2021.

Homrich & Berg held 32,894 shares of Magellan Midstream Partners, L.P. worth $1.5M as of Q3 2021.
Homrich & Berg bought 1,963 Magellan Midstream Partners, L.P. shares in Q3 2021, an estimated $93.3K.
Magellan Midstream Partners, L.P. made up 0.03% of Homrich & Berg's portfolio in Q3 2021, its #179 holding.
Homrich & Berg first reported a position in Magellan Midstream Partners, L.P. in Q2 2013 and has held it in 34 quarters since.
Homrich & Berg's Magellan Midstream Partners, L.P. position peaked at $6.07M in Q4 2014.
580 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2021.

Based on Homrich & Berg's 13F filing for Q3 2021, filed 8 Dec 2021.