Hotaling Investment Management’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Hotaling Investment 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
2020 Q1	–	Sell	-3,791	Closed	-$238K	–	121
2019 Q4	$238K	Sell	3,791 -1,440	-28%	-$89.7K	0.14%	98
2019 Q3	$347K	Hold	5,231	–	–	0.22%	80
2019 Q2	$335K	Hold	5,231	–	–	0.22%	85
2019 Q1	$317K	Sell	5,231 -1,247	-19%	-$75.3K	0.21%	89
2018 Q4	$370K	Buy	+6,478	New	+$400K	0.3%	80

Other funds holding MMP

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

HFA

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

Hotaling Investment Management's MMP Position: Q1 2020 in Review

Hotaling Investment Management sold out of Magellan Midstream Partners, L.P. (MMP) in Q1 2020, closing a stake of 3,791 shares — an estimated $238K sold.

Hotaling Investment Management first reported a position in MMP in Q4 2018 and held it in 5 quarters. The position peaked at $370K in Q4 2018. 549 funds tracked by Wall St. Rank hold MMP as of Q1 2020.

Hotaling Investment Management reported no remaining Magellan Midstream Partners, L.P. position as of Q1 2020 after selling out during the quarter.
Hotaling Investment Management sold 3,791 Magellan Midstream Partners, L.P. shares in Q1 2020, an estimated $238K.
Hotaling Investment Management first reported a position in Magellan Midstream Partners, L.P. in Q4 2018 and held it in 5 quarters.
Hotaling Investment Management's Magellan Midstream Partners, L.P. position peaked at $370K in Q4 2018.
549 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q1 2020.

Based on Hotaling Investment Management's 13F filing for Q1 2020, filed 8 Apr 2020.