MSFP
MMP

Mark Sheptoff Financial Planning’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Mark Sheptoff Financial Planning’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
Q1 		– Sell
-500
Closed -$31K – 388
2019
Q4 		$31K Hold
500
– – 0.02% 184
2019
Q3 		$33K Sell
500
-200
-29% -$13.2K 0.02% 177
2019
Q2 		$45K Hold
700
– – 0.03% 165
2019
Q1 		$42K Hold
700
– – 0.03% 162
2018
Q4 		$40K Hold
700
– – 0.03% 147
2018
Q3 		$47K Hold
700
– – 0.03% 166
2018
Q2 		$48K Hold
700
– – 0.04% 160
2018
Q1 		$41K Buy
700
+200
+40% +$13.4K 0.03% 173
2017
Q4 		$35K Hold
500
– – 0.02% 199
2017
Q3 		$36K Hold
500
– – 0.02% 200
2017
Q2 		$36K Sell
500
-1
-0.2% -$73 0.02% 195
2017
Q1 		$38K Buy
501
+1
+0.2% +$78 0.03% 191
2016
Q4 		$38K Hold
500
– – 0.03% 191
2016
Q3 		$35K Sell
500
-200
-29% -$14.3K 0.03% 192
2016
Q2 		$53K Hold
700
– – 0.04% 156
2016
Q1 		$48K Sell
700
-200
-22% -$13.1K 0.04% 157
2015
Q4 		$61K Sell
900
-22,040
-96% -$1.43M 0.05% 155
2015
Q3 		$1.38M Sell
22,940
-1,796
-7% -$123K 1.21% 24
2015
Q2 		$1.81M Buy
24,736
+453
+2% +$36.4K 1.47% 18
2015
Q1 		$1.86M Buy
24,283
+1,803
+8% +$144K 1.55% 17
2014
Q4 		$1.86M Buy
22,480
+802
+4% +$65.5K 1.64% 15
2014
Q3 		$1.82M Buy
21,678
+1,650
+8% +$137K 1.61% 15
2014
Q2 		$1.68M Buy
20,028
+701
+4% +$54.9K 1.44% 20
2014
Q1 		$1.35M Buy
+19,327
New +$1.29M 1.19% 26

Other funds holding MMP

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

Mark Sheptoff Financial Planning's MMP Position: Q1 2020 in Review

Mark Sheptoff Financial Planning sold out of Magellan Midstream Partners, L.P. (MMP) in Q1 2020, closing a stake of 500 shares — an estimated $31K sold.

Mark Sheptoff Financial Planning first reported a position in MMP in Q1 2014 and held it in 24 quarters. The position peaked at $1.86M in Q1 2015. 549 funds tracked by Wall St. Rank hold MMP as of Q1 2020.

  • Mark Sheptoff Financial Planning reported no remaining Magellan Midstream Partners, L.P. position as of Q1 2020 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 500 Magellan Midstream Partners, L.P. shares in Q1 2020, an estimated $31K.
  • Mark Sheptoff Financial Planning first reported a position in Magellan Midstream Partners, L.P. in Q1 2014 and held it in 24 quarters.
  • Mark Sheptoff Financial Planning's Magellan Midstream Partners, L.P. position peaked at $1.86M in Q1 2015.
  • 549 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q1 2020.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2020, filed 7 May 2020.