MW
MMP

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

Milestone Wealth’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
2022
Q3 		$9K Hold
196
– – 0.01% 177
2022
Q2 		$9K Hold
196
– – 0.01% 170
2022
Q1 		$9K Hold
196
– – 0.01% 207
2021
Q4 		$9K Buy
+196
New +$9.26K 0.01% 207

Other funds holding MMP

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
Janus Henderson Group
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Milestone Wealth's MMP Position: Q3 2022 in Review

Milestone Wealth held its Magellan Midstream Partners, L.P. (MMP) position steady in Q3 2022 at 196 shares worth $9K. The position accounts for 0.01% of the portfolio, ranked #177.

Milestone Wealth first reported a position in MMP in Q4 2021 and has held it in 4 quarters since. 591 funds tracked by Wall St. Rank hold MMP as of Q3 2022.

  • Milestone Wealth held 196 shares of Magellan Midstream Partners, L.P. worth $9K as of Q3 2022.
  • Milestone Wealth left its Magellan Midstream Partners, L.P. share count unchanged in Q3 2022.
  • Magellan Midstream Partners, L.P. made up 0.01% of Milestone Wealth's portfolio in Q3 2022, its #177 holding.
  • Milestone Wealth first reported a position in Magellan Midstream Partners, L.P. in Q4 2021 and has held it in 4 quarters since.
  • 591 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2022.

Based on Milestone Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.