Lenox Wealth Advisors’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Lenox Wealth Advisors’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
2021 Q1	–	Sell	-879	Closed	-$37K	–	773
2020 Q4	$37K	Hold	879	–	–	0.01%	227
2020 Q3	$30K	Buy	+879	New	+$34.8K	﹤0.01%	227
2020 Q2	–	Sell	-879	Closed	-$32K	–	827
2020 Q1	$32K	Hold	879	–	–	0.01%	186
2019 Q4	$55K	Buy	+879	New	+$54.8K	0.01%	167

Other funds holding MMP

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

CCM

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

Lenox Wealth Advisors's MMP Position: Q1 2021 in Review

Lenox Wealth Advisors sold out of Magellan Midstream Partners, L.P. (MMP) in Q1 2021, closing a stake of 879 shares — an estimated $37K sold.

Lenox Wealth Advisors first reported a position in MMP in Q4 2019 and held it in 4 quarters. The position peaked at $55K in Q4 2019. 568 funds tracked by Wall St. Rank hold MMP as of Q1 2021.

Lenox Wealth Advisors reported no remaining Magellan Midstream Partners, L.P. position as of Q1 2021 after selling out during the quarter.
Lenox Wealth Advisors sold 879 Magellan Midstream Partners, L.P. shares in Q1 2021, an estimated $37K.
Lenox Wealth Advisors first reported a position in Magellan Midstream Partners, L.P. in Q4 2019 and held it in 4 quarters.
Lenox Wealth Advisors's Magellan Midstream Partners, L.P. position peaked at $55K in Q4 2019.
568 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q1 2021.

Based on Lenox Wealth Advisors's 13F filing for Q1 2021, filed 26 Apr 2021.