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

LVW 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
2020 Q2	–	Sell	-6,376	Closed	-$233K	–	213
2020 Q1	$233K	Buy	+6,376	New	+$342K	0.06%	146
2019 Q3	–	Sell	-3,509	Closed	-$225K	–	187
2019 Q2	$225K	Buy	+3,509	New	+$218K	0.06%	146
2019 Q1	–	Hold	0	–	–	–	134
2018 Q4	–	Hold	0	–	–	–	107
2018 Q3	–	Hold	0	–	–	–	117
2018 Q2	–	Hold	0	–	–	–	128
2018 Q1	–	Hold	0	–	–	–	131
2017 Q4	–	Hold	0	–	–	–	129
2017 Q3	–	Sell	-7,225	Closed	-$499K	–	77
2017 Q2	$515K	Buy	+7,225	New	+$531K	0.18%	70
2017 Q1	–	Hold	0	–	–	–	61
2016 Q4	–	Hold	0	–	–	–	64
2016 Q3	–	Hold	0	–	–	–	69
2016 Q2	–	Hold	0	–	–	–	49
2016 Q1	–	Hold	0	–	–	–	58
2015 Q4	–	Hold	0	–	–	–	68

Other funds holding MMP

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

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

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

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 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

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

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

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

CCM

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

LVW Advisors's MMP Position: Q2 2020 in Review

LVW Advisors sold out of Magellan Midstream Partners, L.P. (MMP) in Q2 2020, closing a stake of 6,376 shares — an estimated $233K sold.

LVW Advisors first reported a position in MMP in Q2 2017 and held it in 3 quarters. The position peaked at $515K in Q2 2017. 554 funds tracked by Wall St. Rank hold MMP as of Q2 2020.

LVW Advisors reported no remaining Magellan Midstream Partners, L.P. position as of Q2 2020 after selling out during the quarter.
LVW Advisors sold 6,376 Magellan Midstream Partners, L.P. shares in Q2 2020, an estimated $233K.
LVW Advisors first reported a position in Magellan Midstream Partners, L.P. in Q2 2017 and held it in 3 quarters.
LVW Advisors's Magellan Midstream Partners, L.P. position peaked at $515K in Q2 2017.
554 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q2 2020.

Based on LVW Advisors's 13F filing for Q2 2020, filed 11 Aug 2020.