Montag & Associates’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Montag & Associates’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 Q4	–	Sell	-4,000	Closed	-$182K	–	925
2021 Q3	$182K	Hold	4,000	–	–	0.01%	393
2021 Q2	$196K	Hold	4,000	–	–	0.01%	391
2021 Q1	$173K	Hold	4,000	–	–	0.01%	405
2020 Q4	$170K	Buy	+4,000	New	+$160K	0.01%	382
2020 Q1	–	Sell	-4,000	Closed	-$251K	–	313
2019 Q4	$251K	Hold	4,000	–	–	0.02%	275
2019 Q3	$265K	Hold	4,000	–	–	0.02%	270
2019 Q2	$256K	Hold	4,000	–	–	0.02%	279
2019 Q1	$243K	Hold	4,000	–	–	0.02%	278
2018 Q4	$228K	Hold	4,000	–	–	0.02%	267
2018 Q3	$271K	Hold	4,000	–	–	0.02%	281
2018 Q2	$276K	Hold	4,000	–	–	0.03%	248
2018 Q1	$233K	Hold	4,000	–	–	0.02%	259
2017 Q4	$284K	Hold	4,000	–	–	0.03%	247
2017 Q3	$284K	Hold	4,000	–	–	0.03%	222
2017 Q2	$285K	Hold	4,000	–	–	0.03%	216
2017 Q1	$308K	Hold	4,000	–	–	0.03%	209
2016 Q4	$303K	Hold	4,000	–	–	0.04%	209
2016 Q3	$283K	Hold	4,000	–	–	0.04%	215
2016 Q2	$304K	Hold	4,000	–	–	0.04%	206
2016 Q1	$275K	Hold	4,000	–	–	0.04%	212
2015 Q4	$272K	Hold	4,000	–	–	0.04%	206
2015 Q3	$240K	Hold	4,000	–	–	0.04%	218
2015 Q2	$294K	Hold	4,000	–	–	0.04%	213
2015 Q1	$307K	Hold	4,000	–	–	0.04%	217
2014 Q4	$331K	Hold	4,000	–	–	0.05%	204
2014 Q3	$337K	Hold	4,000	–	–	0.06%	197
2014 Q2	$336K	Hold	4,000	–	–	0.05%	202
2014 Q1	$279K	Hold	4,000	–	–	0.05%	198
2013 Q4	$253K	Hold	4,000	–	–	0.04%	202
2013 Q3	$226K	Hold	4,000	–	–	0.04%	206
2013 Q2	$218K	Buy	+4,000	New	+$210K	0.04%	197

Other funds holding MMP

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

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

TCA

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CCM

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

Montag & Associates's MMP Position: Q4 2021 in Review

Montag & Associates sold out of Magellan Midstream Partners, L.P. (MMP) in Q4 2021, closing a stake of 4,000 shares — an estimated $182K sold.

Montag & Associates first reported a position in MMP in Q2 2013 and held it in 31 quarters. The position peaked at $337K in Q3 2014. 609 funds tracked by Wall St. Rank hold MMP as of Q4 2021.

Montag & Associates reported no remaining Magellan Midstream Partners, L.P. position as of Q4 2021 after selling out during the quarter.
Montag & Associates sold 4,000 Magellan Midstream Partners, L.P. shares in Q4 2021, an estimated $182K.
Montag & Associates first reported a position in Magellan Midstream Partners, L.P. in Q2 2013 and held it in 31 quarters.
Montag & Associates's Magellan Midstream Partners, L.P. position peaked at $337K in Q3 2014.
609 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q4 2021.

Based on Montag & Associates's 13F filing for Q4 2021, filed 9 Feb 2022.