LWM
MMP

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

Liberty 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
2021
Q2 		– Sell
-129
Closed -$5K – 1205
2021
Q1 		$5K Hold
129
– – ﹤0.01% 719
2020
Q4 		$5K Hold
129
– – ﹤0.01% 715
2020
Q3 		$4K Sell
129
-16
-11% -$633 ﹤0.01% 681
2020
Q2 		$6K Hold
145
– – ﹤0.01% 587
2020
Q1 		$5K Buy
145
+3
+2% +$161 ﹤0.01% 596
2019
Q4 		$9K Hold
142
– – 0.01% 570
2019
Q3 		$9K Hold
142
– – 0.01% 549
2019
Q2 		$9K Hold
142
– – 0.01% 557
2019
Q1 		$8K Sell
142
-50
-26% -$3.02K 0.01% 484
2018
Q4 		$10K Buy
+192
New +$11.9K 0.01% 437

Other funds holding MMP

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 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
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $24.2B AUM 26.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return