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	–	479
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	–	404
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 $9.84B 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

EIP

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

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

HFA

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Institute for Wealth Management's MMP Position: Q3 2019 in Review

Institute for Wealth Management sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2019, closing a stake of 4,041 shares — an estimated $259K sold.

Institute for Wealth Management first reported a position in MMP in Q2 2013 and held it in 5 quarters. The position peaked at $300K in Q2 2017. 644 funds tracked by Wall St. Rank hold MMP as of Q3 2019.

Institute for Wealth Management reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2019 after selling out during the quarter.
Institute for Wealth Management sold 4,041 Magellan Midstream Partners, L.P. shares in Q3 2019, an estimated $259K.
Institute for Wealth Management first reported a position in Magellan Midstream Partners, L.P. in Q2 2013 and held it in 5 quarters.
Institute for Wealth Management's Magellan Midstream Partners, L.P. position peaked at $300K in Q2 2017.
644 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2019.

Based on Institute for Wealth Management's 13F filing for Q3 2019, filed 28 Oct 2019.