LifePlan Financial Group’s Magellan Midstream Partners, L.P. MMP Stock Holding History

LifePlan Financial 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
2020 Q3	$14K	Hold	400	–	–	0.01%	380
2020 Q2	$17K	Hold	400	–	–	0.01%	365
2020 Q1	$15K	Hold	400	–	–	0.01%	358
2019 Q4	$25K	Hold	400	–	–	0.01%	324
2019 Q3	$27K	Hold	400	–	–	0.01%	309
2019 Q2	$26K	Hold	400	–	–	0.01%	311
2019 Q1	$24K	Hold	400	–	–	0.01%	330
2018 Q4	$23K	Hold	400	–	–	0.01%	316
2018 Q3	$27K	Hold	400	–	–	0.01%	311
2018 Q2	$28K	Hold	400	–	–	0.02%	299
2018 Q1	$23K	Buy	+400	New	+$26.9K	0.01%	306
2014 Q2	–	Sell	-400	Closed	-$28K	–	237
2014 Q1	$28K	Hold	400	–	–	0.02%	134
2013 Q4	$25K	Hold	400	–	–	0.02%	125
2013 Q3	$23K	Hold	400	–	–	0.02%	123
2013 Q2	$22K	Buy	+400	New	+$21K	0.02%	90

Other funds holding MMP

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

LifePlan Financial Group's MMP Position: Q3 2020 in Review

LifePlan Financial Group held its Magellan Midstream Partners, L.P. (MMP) position steady in Q3 2020 at 400 shares worth $14K. The position accounts for 0.01% of the portfolio, ranked #380.

LifePlan Financial Group first reported a position in MMP in Q2 2013 and has held it in 15 quarters since. The position peaked at $28K in Q2 2018. 520 funds tracked by Wall St. Rank hold MMP as of Q3 2020.

LifePlan Financial Group held 400 shares of Magellan Midstream Partners, L.P. worth $14K as of Q3 2020.
LifePlan Financial Group left its Magellan Midstream Partners, L.P. share count unchanged in Q3 2020.
Magellan Midstream Partners, L.P. made up 0.01% of LifePlan Financial Group's portfolio in Q3 2020, its #380 holding.
LifePlan Financial Group first reported a position in Magellan Midstream Partners, L.P. in Q2 2013 and has held it in 15 quarters since.
LifePlan Financial Group's Magellan Midstream Partners, L.P. position peaked at $28K in Q2 2018.
520 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.