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

IBEX 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
2020 Q1	–	Sell	-41,997	Closed	-$2.64M	–	118
2019 Q4	$2.64M	Sell	41,997 -225	-0.5%	-$14K	0.81%	53
2019 Q3	$2.8M	Buy	42,222 +915	+2%	+$60.2K	0.93%	49
2019 Q2	$2.64M	Buy	41,307 +633	+2%	+$39.3K	0.76%	47
2019 Q1	$2.47M	Buy	40,674 +4,708	+13%	+$284K	0.86%	50
2018 Q4	$2.05M	Buy	35,966 +228	+0.6%	+$14.1K	0.94%	39
2018 Q3	$2.45M	Sell	35,738 -5,699	-14%	-$395K	0.88%	51
2018 Q2	$2.39M	Hold	41,437	–	–	0.96%	49
2018 Q1	$2.39M	Buy	+41,437	New	+$2.78M	0.97%	48
2017 Q4	–	Sell	-41,875	Closed	-$2.95M	–	148
2017 Q3	$2.95M	Sell	41,875 -538	-1%	-$37.1K	1.09%	36
2017 Q2	$2.95M	Buy	+42,413	New	+$3.12M	1.16%	34
2017 Q1	–	Sell	-34,236	Closed	-$2.56M	–	415
2016 Q4	$2.56M	Buy	+34,236	New	+$2.4M	1.22%	30

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

IBEX Wealth Advisors's MMP Position: Q1 2020 in Review

IBEX Wealth Advisors sold out of Magellan Midstream Partners, L.P. (MMP) in Q1 2020, closing a stake of 41,997 shares — an estimated $2.64M sold.

IBEX Wealth Advisors first reported a position in MMP in Q4 2016 and held it in 11 quarters. The position peaked at $2.95M in Q3 2017. 549 funds tracked by Wall St. Rank hold MMP as of Q1 2020.

IBEX Wealth Advisors reported no remaining Magellan Midstream Partners, L.P. position as of Q1 2020 after selling out during the quarter.
IBEX Wealth Advisors sold 41,997 Magellan Midstream Partners, L.P. shares in Q1 2020, an estimated $2.64M.
IBEX Wealth Advisors first reported a position in Magellan Midstream Partners, L.P. in Q4 2016 and held it in 11 quarters.
IBEX Wealth Advisors's Magellan Midstream Partners, L.P. position peaked at $2.95M in Q3 2017.
549 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q1 2020.

Based on IBEX Wealth Advisors's 13F filing for Q1 2020, filed 5 May 2020.