Kore Private Wealth’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Kore Private Wealth’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 Q3	$1.67M	Sell	35,235 -10,318	-23%	-$518K	0.3%	62
2022 Q2	$2.18M	Sell	45,553 -8,585	-16%	-$428K	0.34%	64
2022 Q1	$2.66M	Sell	54,138 -8,020	-13%	-$388K	0.33%	64
2021 Q4	$2.89M	Sell	62,158 -5,677	-8%	-$268K	0.35%	58
2021 Q3	$3.09M	Sell	67,835 -3,287	-5%	-$156K	0.33%	61
2021 Q2	$3.48M	Sell	71,122 -573	-0.8%	-$27.8K	0.39%	50
2021 Q1	$3.11M	Buy	71,695 +381	+0.5%	+$16.7K	0.42%	49
2020 Q4	$3.03M	Sell	71,314 -2,226	-3%	-$88.8K	0.47%	44
2020 Q3	$2.52M	Sell	73,540 -35,975	-33%	-$1.42M	0.49%	47
2020 Q2	$4.73M	Sell	109,515 -1,046	-0.9%	-$44.2K	0.97%	22
2020 Q1	$4.03M	Buy	110,561 +23,817	+27%	+$1.28M	0.96%	24
2019 Q4	$5.45M	Sell	86,744 -1,309	-1%	-$81.5K	1.04%	24
2019 Q3	$5.79M	Sell	88,053 -688	-0.8%	-$45.3K	1.3%	22
2019 Q2	$5.68M	Sell	88,741 -1,187	-1%	-$73.7K	1.28%	22
2019 Q1	$5.45M	Buy	89,928 +2,773	+3%	+$168K	1.23%	24
2018 Q4	$4.97M	Buy	+87,155	New	+$5.38M	1.37%	17

Other funds holding MMP

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

CCM

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Kore Private Wealth's MMP Position: Q3 2022 in Review

Kore Private Wealth reduced its Magellan Midstream Partners, L.P. (MMP) stake by 23% in Q3 2022, selling an estimated $518K and leaving 35,235 shares worth $1.67M. The position accounts for 0.3% of the portfolio, ranked #62.

Kore Private Wealth first reported a position in MMP in Q4 2018 and has held it in 16 quarters since. The position peaked at $5.79M in Q3 2019. 591 funds tracked by Wall St. Rank hold MMP as of Q3 2022.

Kore Private Wealth held 35,235 shares of Magellan Midstream Partners, L.P. worth $1.67M as of Q3 2022.
Kore Private Wealth sold 10,318 Magellan Midstream Partners, L.P. shares in Q3 2022, an estimated $518K.
Magellan Midstream Partners, L.P. made up 0.3% of Kore Private Wealth's portfolio in Q3 2022, its #62 holding.
Kore Private Wealth first reported a position in Magellan Midstream Partners, L.P. in Q4 2018 and has held it in 16 quarters since.
Kore Private Wealth's Magellan Midstream Partners, L.P. position peaked at $5.79M in Q3 2019.
591 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2022.

Based on Kore Private Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.