LSAG
MMP

Lake Street Advisors Group’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Lake Street Advisors Group’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
-11,741
Closed -$545K – 320
2021
Q4 		$545K Sell
11,741
-250
-2% -$11.8K 0.03% 167
2021
Q3 		$547K Buy
+11,991
New +$570K 0.06% 125
2018
Q3 		– Sell
-12,769
Closed -$882K – 316
2018
Q2 		$882K Buy
+12,769
New +$858K 0.09% 90
2018
Q1 		– Sell
-7,784
Closed -$552K – 356
2017
Q4 		$552K Buy
+7,784
New +$530K 0.06% 126

Other funds holding MMP

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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return