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	–	1204
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 Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 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

TCA

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

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CCM

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

Liberty Wealth Management's MMP Position: Q2 2021 in Review

Liberty Wealth Management sold out of Magellan Midstream Partners, L.P. (MMP) in Q2 2021, closing a stake of 129 shares — an estimated $5K sold.

Liberty Wealth Management first reported a position in MMP in Q4 2018 and held it in 10 quarters. The position peaked at $10K in Q4 2018. 588 funds tracked by Wall St. Rank hold MMP as of Q2 2021.

Liberty Wealth Management reported no remaining Magellan Midstream Partners, L.P. position as of Q2 2021 after selling out during the quarter.
Liberty Wealth Management sold 129 Magellan Midstream Partners, L.P. shares in Q2 2021, an estimated $5K.
Liberty Wealth Management first reported a position in Magellan Midstream Partners, L.P. in Q4 2018 and held it in 10 quarters.
Liberty Wealth Management's Magellan Midstream Partners, L.P. position peaked at $10K in Q4 2018.
588 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q2 2021.

Based on Liberty Wealth Management's 13F filing for Q2 2021, filed 13 Aug 2021.