IFWM
MMP

Institute for Wealth Management’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Institute for Wealth 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
2019
Q3 		– Sell
-4,041
Closed -$259K – 480
2019
Q2 		$259K Hold
4,041
– – 0.06% 382
2019
Q1 		$245K Buy
+4,041
New +$244K 0.05% 374
2018
Q1 		– Sell
-3,871
Closed -$274K – 408
2017
Q4 		$274K Buy
+3,871
New +$264K 0.06% 314
2017
Q3 		– Sell
-4,236
Closed -$300K – 405
2017
Q2 		$300K Buy
+4,236
New +$311K 0.08% 312
2013
Q3 		– Sell
-100
Closed -$5K – 125
2013
Q2 		$5K Buy
+100
New +$5.25K ﹤0.01% 97

Other funds holding MMP

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Janus Henderson Group
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
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return