Lake Point Wealth Management’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Lake Point 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
2022 Q2	$22K	Buy	451 +375	+493%	+$18.7K	0.01%	111
2022 Q1	$4K	Hold	76	–	–	﹤0.01%	281
2021 Q4	$4K	Hold	76	–	–	﹤0.01%	287
2021 Q3	$3K	Hold	76	–	–	﹤0.01%	304
2021 Q2	$4K	Buy	+76	New	+$3.68K	﹤0.01%	285
2020 Q1	–	Sell	-76	Closed	-$5K	–	485
2019 Q4	$5K	Buy	+76	New	+$4.73K	﹤0.01%	381
2019 Q2	$5K	Hold	76	–	–	﹤0.01%	434
2019 Q1	$5K	Hold	76	–	–	﹤0.01%	434
2018 Q4	$4K	Buy	+76	New	+$4.69K	﹤0.01%	600

Other funds holding MMP

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

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

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

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

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

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

CCM

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

Lake Point Wealth Management's MMP Position: Q2 2022 in Review

Lake Point Wealth Management increased its Magellan Midstream Partners, L.P. (MMP) stake by 493% in Q2 2022, buying an estimated $18.7K and bringing the position to 451 shares worth $22K. The position accounts for 0.01% of the portfolio, ranked #111.

Lake Point Wealth Management first reported a position in MMP in Q4 2018 and has held it in 9 quarters since. 603 funds tracked by Wall St. Rank hold MMP as of Q2 2022.

Lake Point Wealth Management held 451 shares of Magellan Midstream Partners, L.P. worth $22K as of Q2 2022.
Lake Point Wealth Management bought 375 Magellan Midstream Partners, L.P. shares in Q2 2022, an estimated $18.7K.
Magellan Midstream Partners, L.P. made up 0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #111 holding.
Lake Point Wealth Management first reported a position in Magellan Midstream Partners, L.P. in Q4 2018 and has held it in 9 quarters since.
603 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.