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

Inspirion 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
2022 Q1	–	Sell	-5,061	Closed	-$235K	–	112
2021 Q4	$235K	Sell	5,061 -500	-9%	-$23.6K	0.05%	92
2021 Q3	$253K	Hold	5,561	–	–	0.06%	82
2021 Q2	$272K	Sell	5,561 -2,000	-26%	-$96.9K	0.07%	77
2021 Q1	$328K	Hold	7,561	–	–	0.09%	69
2020 Q4	$321K	Sell	7,561 -900	-11%	-$35.9K	0.09%	64
2020 Q3	$289K	Sell	8,461 -2,000	-19%	-$79.2K	0.1%	62
2020 Q2	$452K	Sell	10,461 -50	-0.5%	-$2.11K	0.18%	46
2020 Q1	$384K	Sell	10,511 -1,600	-13%	-$85.9K	0.19%	44
2019 Q4	$761K	Hold	12,111	–	–	0.26%	33
2019 Q3	$803K	Hold	12,111	–	–	0.35%	28
2019 Q2	$775K	Sell	12,111 -2,334	-16%	-$145K	0.33%	29
2019 Q1	$876K	Sell	14,445 -166	-1%	-$10K	0.39%	27
2018 Q4	$834K	Hold	14,611	–	–	0.42%	26
2018 Q3	$989K	Hold	14,611	–	–	0.42%	27
2018 Q2	$1.01M	Hold	14,611	–	–	0.48%	26
2018 Q1	$853K	Sell	14,611 -500	-3%	-$33.6K	0.42%	29
2017 Q4	$1.07M	Sell	15,111 -3,625	-19%	-$247K	0.52%	23
2017 Q3	$1.33M	Hold	18,736	–	–	0.68%	23
2017 Q2	$1.33M	Sell	18,736 -13,202	-41%	-$970K	0.72%	22
2017 Q1	$2.46M	Hold	31,938	–	–	1.39%	14
2016 Q4	$2.42M	Sell	31,938 -600	-2%	-$42K	1.53%	14
2016 Q3	$2.3M	Sell	32,538 -214	-0.7%	-$15.3K	1.49%	14
2016 Q2	$2.49M	Hold	32,752	–	–	1.63%	13
2016 Q1	$2.25M	Hold	32,752	–	–	1.58%	12
2015 Q4	$2.23M	Sell	32,752 -1,460	-4%	-$94.6K	1.63%	11
2015 Q3	$2.06M	Buy	34,212 +400	+1%	+$27.3K	1.62%	12
2015 Q2	$2.48M	Buy	33,812 +360	+1%	+$28.9K	1.83%	12
2015 Q1	$2.57M	Sell	33,452 -3,030	-8%	-$242K	2.07%	13
2014 Q4	$3.02M	Buy	+36,482	New	+$2.98M	2.8%	11

Other funds holding MMP

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

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

EIP

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

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

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

TCA

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

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

CCM

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Inspirion Wealth Advisors's MMP Position: Q1 2022 in Review

Inspirion Wealth Advisors sold out of Magellan Midstream Partners, L.P. (MMP) in Q1 2022, closing a stake of 5,061 shares — an estimated $235K sold.

Inspirion Wealth Advisors first reported a position in MMP in Q4 2014 and held it in 29 quarters. The position peaked at $3.02M in Q4 2014. 614 funds tracked by Wall St. Rank hold MMP as of Q1 2022.

Inspirion Wealth Advisors reported no remaining Magellan Midstream Partners, L.P. position as of Q1 2022 after selling out during the quarter.
Inspirion Wealth Advisors sold 5,061 Magellan Midstream Partners, L.P. shares in Q1 2022, an estimated $235K.
Inspirion Wealth Advisors first reported a position in Magellan Midstream Partners, L.P. in Q4 2014 and held it in 29 quarters.
Inspirion Wealth Advisors's Magellan Midstream Partners, L.P. position peaked at $3.02M in Q4 2014.
614 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q1 2022.

Based on Inspirion Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.