LGL Partners’s Magellan Midstream Partners, L.P. MMP Stock Holding History

LGL Partners’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 Q4	–	Sell	-3,020	Closed	-$200K	–	107
2019 Q3	$200K	Sell	3,020 -1,468	-33%	-$96.7K	0.08%	103
2019 Q2	$287K	Hold	4,488	–	–	0.11%	86
2019 Q1	$272K	Buy	+4,488	New	+$271K	0.1%	87
2017 Q3	–	Sell	-5,937	Closed	-$423K	–	90
2017 Q2	$423K	Sell	5,937 -1,975	-25%	-$145K	0.23%	54
2017 Q1	$609K	Hold	7,912	–	–	0.31%	41
2016 Q4	$598K	Hold	7,912	–	–	0.33%	41
2016 Q3	$555K	Hold	7,912	–	–	0.29%	40
2016 Q2	$587K	Hold	7,912	–	–	0.32%	40
2016 Q1	$544K	Buy	+7,912	New	+$517K	0.28%	49

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

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

LGL Partners's MMP Position: Q4 2019 in Review

LGL Partners sold out of Magellan Midstream Partners, L.P. (MMP) in Q4 2019, closing a stake of 3,020 shares — an estimated $200K sold.

LGL Partners first reported a position in MMP in Q1 2016 and held it in 9 quarters. The position peaked at $609K in Q1 2017. 656 funds tracked by Wall St. Rank hold MMP as of Q4 2019.

LGL Partners reported no remaining Magellan Midstream Partners, L.P. position as of Q4 2019 after selling out during the quarter.
LGL Partners sold 3,020 Magellan Midstream Partners, L.P. shares in Q4 2019, an estimated $200K.
LGL Partners first reported a position in Magellan Midstream Partners, L.P. in Q1 2016 and held it in 9 quarters.
LGL Partners's Magellan Midstream Partners, L.P. position peaked at $609K in Q1 2017.
656 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q4 2019.

Based on LGL Partners's 13F filing for Q4 2019, filed 14 Feb 2020.